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
2021 Q2	–	Sell	-20	Closed	-$273K	–	712
2021 Q1	$273K	Buy	+20	New	+$3K	0.03%	457

Other funds holding BILL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.