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TFC Financial Management’s BILL Holdings BILL Stock Holding History

TFC Financial Management’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
-10
Closed -$463 – 1007
2025
Q2 		$463 Buy
+10
New +$442 ﹤0.01% 701
2024
Q3 		– Sell
-8
Closed -$421 – 1017
2024
Q2 		$421 Buy
+8
New +$453 ﹤0.01% 662
2023
Q4 		– Sell
-3
Closed -$326 – 666
2023
Q3 		$326 Hold
3
– – ﹤0.01% 655
2023
Q2 		$351 Sell
3
-66
-96% -$6.27K ﹤0.01% 626
2023
Q1 		$5.6K Buy
+69
New +$6.4K ﹤0.01% 398

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $564B 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 $2.11B AUM 12.38% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return