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Summit Wealth & Retirement Planning’s BILL Holdings BILL Stock Holding History

Summit Wealth & Retirement Planning’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
2026
Q1 		– Sell
-5,000
Closed -$273K – 109
2025
Q4 		$273K Hold
5,000
– – 0.06% 90
2025
Q3 		$265K Hold
5,000
– – 0.07% 89
2025
Q2 		$231K Hold
5,000
– – 0.06% 92
2025
Q1 		$229K Buy
+5,000
New +$336K 0.07% 70
2024
Q1 		– Sell
-15,000
Closed -$1.22M – 64
2023
Q4 		$1.22M Hold
15,000
– – 0.52% 22
2023
Q3 		$1.63M Hold
15,000
– – 0.66% 23
2023
Q2 		$1.75M Hold
15,000
– – 0.69% 23
2023
Q1 		$1.22M Hold
15,000
– – 0.46% 28
2022
Q4 		$1.63M Hold
15,000
– – 0.66% 27
2022
Q3 		$1.99M Hold
15,000
– – 0.79% 25
2022
Q2 		$1.65M Buy
+15,000
New +$2.18M 0.63% 32

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Wealth & Retirement Planning's BILL Position: Q1 2026 in Review

Summit Wealth & Retirement Planning sold out of BILL Holdings (BILL) in Q1 2026, closing a stake of 5,000 shares — an estimated $273K sold.

Summit Wealth & Retirement Planning first reported a position in BILL in Q2 2022 and held it in 11 quarters. The position peaked at $1.99M in Q3 2022. 337 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Summit Wealth & Retirement Planning reported no remaining BILL Holdings position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 5,000 BILL Holdings shares in Q1 2026, an estimated $273K.
  • Summit Wealth & Retirement Planning first reported a position in BILL Holdings in Q2 2022 and held it in 11 quarters.
  • Summit Wealth & Retirement Planning's BILL Holdings position peaked at $1.99M in Q3 2022.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.