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Transamerica Financial Advisors’s BILL Holdings BILL Stock Holding History

Transamerica Financial Advisors’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
Q2 		$253 Sell
7
-6
-46% -$221 ﹤0.01% 1833
2026
Q1 		$497 Buy
13
+5
+63% +$224 ﹤0.01% 1488
2025
Q4 		$436 Buy
8
+6
+300% +$308 ﹤0.01% 1385
2025
Q3 		$106 Buy
+2
New +$93 ﹤0.01% 1515

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Transamerica Financial Advisors's BILL Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its BILL Holdings (BILL) stake by 46% in Q2 2026, selling an estimated $221 and leaving 7 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Transamerica Financial Advisors first reported a position in BILL in Q3 2025 and has held it in 4 quarters since. The position peaked at $497 in Q1 2026. 340 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Transamerica Financial Advisors held 7 shares of BILL Holdings worth $253 as of Q2 2026.
  • Transamerica Financial Advisors sold 6 BILL Holdings shares in Q2 2026, an estimated $221.
  • BILL Holdings made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1833 holding.
  • Transamerica Financial Advisors first reported a position in BILL Holdings in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's BILL Holdings position peaked at $497 in Q1 2026.
  • 340 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.