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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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SVB Wealth's BILL Position: Q2 2025 in Review

SVB Wealth sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 284 shares — an estimated $13K sold.

SVB Wealth first reported a position in BILL in Q3 2022 and held it in 7 quarters. The position peaked at $371K in Q2 2023. 371 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

  • SVB Wealth reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 284 BILL Holdings shares in Q2 2025, an estimated $13K.
  • SVB Wealth first reported a position in BILL Holdings in Q3 2022 and held it in 7 quarters.
  • SVB Wealth's BILL Holdings position peaked at $371K in Q2 2023.
  • 371 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.