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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 $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

TFC Financial Management's BILL Position: Q3 2025 in Review

TFC Financial Management sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 10 shares — an estimated $463 sold.

TFC Financial Management first reported a position in BILL in Q1 2023 and held it in 5 quarters. The position peaked at $5.6K in Q1 2023. 365 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

  • TFC Financial Management reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
  • TFC Financial Management sold 10 BILL Holdings shares in Q3 2025, an estimated $463.
  • TFC Financial Management first reported a position in BILL Holdings in Q1 2023 and held it in 5 quarters.
  • TFC Financial Management's BILL Holdings position peaked at $5.6K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.