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Sunbelt Securities’s BILL Holdings BILL Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-13
Closed -$1.1K – 2712
2025
Q2 		$1.1K Hold
13
– – ﹤0.01% 1656
2025
Q1 		$597 Hold
13
– – ﹤0.01% 1687
2024
Q4 		$1.11K Hold
13
– – ﹤0.01% 1657
2024
Q3 		$686 Buy
+13
New +$669 ﹤0.01% 1718

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Sunbelt Securities's BILL Position: Q3 2025 in Review

Sunbelt Securities sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 13 shares — an estimated $1.1K sold.

Sunbelt Securities first reported a position in BILL in Q3 2024 and held it in 4 quarters. The position peaked at $1.11K in Q4 2024. 362 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

  • Sunbelt Securities reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 13 BILL Holdings shares in Q3 2025, an estimated $1.1K.
  • Sunbelt Securities first reported a position in BILL Holdings in Q3 2024 and held it in 4 quarters.
  • Sunbelt Securities's BILL Holdings position peaked at $1.11K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.