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TD Private Client Wealth’s BILL Holdings BILL Stock Holding History

TD Private Client 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
2026
Q1 		– Sell
-19
Closed -$1.04K – 1661
2025
Q4 		$1.04K Buy
19
+16
+533% +$822 ﹤0.01% 1358
2025
Q3 		$159 Hold
3
– – ﹤0.01% 1502
2025
Q2 		$139 Buy
+3
New +$133 ﹤0.01% 1381
2023
Q4 		– Sell
-52
Closed -$5.65K – 1223
2023
Q3 		$5.65K Sell
52
-34
-40% -$3.87K ﹤0.01% 1105
2023
Q2 		$10K Buy
86
+56
+187% +$5.32K ﹤0.01% 1044
2023
Q1 		$2.43K Sell
30
-91
-75% -$8.44K ﹤0.01% 1147
2022
Q4 		$13.2K Sell
121
-1
-0.8% -$120 ﹤0.01% 972
2022
Q3 		$16.1K Sell
122
-9
-7% -$1.29K ﹤0.01% 946
2022
Q2 		$14.4K Buy
131
+5
+4% +$728 ﹤0.01% 965
2022
Q1 		$28.6K Buy
126
+117
+1,300% +$24.4K ﹤0.01% 884
2021
Q4 		$2.24K Sell
9
-35
-80% -$9.9K ﹤0.01% 1008
2021
Q3 		$11.7K Buy
44
+12
+38% +$2.77K ﹤0.01% 901
2021
Q2 		$5.86K Hold
32
– – ﹤0.01% 947
2021
Q1 		$4.66K Buy
32
+13
+68% +$1.95K ﹤0.01% 935
2020
Q4 		$2.59K Buy
+19
New +$2.24K ﹤0.01% 939

Other funds holding BILL

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TD Private Client Wealth's BILL Position: Q1 2026 in Review

TD Private Client Wealth sold out of BILL Holdings (BILL) in Q1 2026, closing a stake of 19 shares — an estimated $1.04K sold.

TD Private Client Wealth first reported a position in BILL in Q4 2020 and held it in 15 quarters. The position peaked at $28.6K in Q1 2022. 340 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • TD Private Client Wealth reported no remaining BILL Holdings position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 19 BILL Holdings shares in Q1 2026, an estimated $1.04K.
  • TD Private Client Wealth first reported a position in BILL Holdings in Q4 2020 and held it in 15 quarters.
  • TD Private Client Wealth's BILL Holdings position peaked at $28.6K in Q1 2022.
  • 340 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.