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Summit Securities Group’s BILL Holdings BILL Stock Holding History

Summit Securities Group’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,500
Closed -$378K – 587
2024
Q1 		$378K Sell
5,500
-59,100
-91% -$4.13M 0.06% 116
2023
Q4 		$5.27M Buy
+64,600
New +$5.3M 0.48% 36

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Securities Group's BILL Position: Q2 2026 in Review

Summit Securities Group sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 500 shares — an estimated $19.1K sold.

Summit Securities Group first reported a position in BILL in Q1 2022 and held it in 6 quarters. The position peaked at $106K in Q3 2025. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Summit Securities Group reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 500 BILL Holdings shares in Q2 2026, an estimated $19.1K.
  • Summit Securities Group first reported a position in BILL Holdings in Q1 2022 and held it in 6 quarters.
  • Summit Securities Group's BILL Holdings position peaked at $106K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.