SW
BILL icon

SVB Wealth’s BILL Holdings BILL Stock Holding History

SVB Wealth’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
Q2 		– Sell
-284
Closed -$13K – 644
2025
Q1 		$13K Buy
+284
New +$19.1K ﹤0.01% 829
2024
Q2 		– Sell
-3,245
Closed -$223K – 758
2024
Q1 		$223K Sell
3,245
-15
-0.5% -$1.05K 0.01% 730
2023
Q4 		$266K Buy
3,260
+114
+4% +$9.36K 0.01% 669
2023
Q3 		$342K Sell
3,146
-26
-0.8% -$2.96K 0.01% 575
2023
Q2 		$371K Buy
3,172
+93
+3% +$8.84K 0.01% 582
2023
Q1 		$250K Buy
+3,079
New +$286K ﹤0.01% 808
2022
Q4 		– Sell
-1,727
Closed -$229K – 1052
2022
Q3 		$229K Buy
+1,727
New +$248K ﹤0.01% 794

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return