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Summit Wealth Group (Colorado)’s BILL Holdings BILL Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-5,914
Closed -$642K – 311
2025
Q3 		$642K Buy
+5,914
New +$275K 0.07% 231

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BILL Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of BILL Holdings (BILL) in Q4 2025, closing a stake of 5,914 shares — an estimated $642K sold.

Summit Wealth Group (Colorado) first reported a position in BILL in Q3 2025 and held it in 1 quarter. The position peaked at $642K in Q3 2025. 364 funds tracked by Wall St. Rank hold BILL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining BILL Holdings position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,914 BILL Holdings shares in Q4 2025, an estimated $642K.
  • Summit Wealth Group (Colorado) first reported a position in BILL Holdings in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s BILL Holdings position peaked at $642K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.