Truist Financial

Truist Financial’s BILL Holdings BILL Stock Holding History

Truist Financial’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 Q1	–	Sell	-2,395	Closed	-$203K	–	2558
2024 Q4	$203K	Buy	+2,395	New	+$179K	﹤0.01%	2389
2024 Q2	–	Sell	-5,091	Closed	-$350K	–	2651
2024 Q1	$350K	Sell	5,091 -7,108	-58%	-$497K	﹤0.01%	2210
2023 Q4	$995K	Sell	12,199 -6,078	-33%	-$499K	﹤0.01%	1596
2023 Q3	$1.98M	Sell	18,277 -539	-3%	-$61.3K	﹤0.01%	1246
2023 Q2	$2.2M	Buy	18,816 +7,637	+68%	+$725K	﹤0.01%	1216
2023 Q1	$907K	Buy	11,179 +1,955	+21%	+$181K	﹤0.01%	1609
2022 Q4	$1.01M	Buy	9,224 +243	+3%	+$29.2K	﹤0.01%	1546
2022 Q3	$1.19M	Sell	8,981 -2,681	-23%	-$385K	﹤0.01%	1416
2022 Q2	$1.28M	Buy	11,662 +6,760	+138%	+$984K	﹤0.01%	1427
2022 Q1	$1.11M	Buy	4,902 +1,866	+61%	+$389K	﹤0.01%	1574
2021 Q4	$756K	Sell	3,036 -462	-13%	-$131K	﹤0.01%	1792
2021 Q3	$934K	Buy	+3,498	New	+$807K	﹤0.01%	1652
2021 Q1	–	Sell	-2,551	Closed	-$382K	–	2636
2020 Q4	$349K	Buy	2,551 +470	+23%	+$55.4K	﹤0.01%	2061
2020 Q3	$208K	Buy	+2,081	New	+$189K	﹤0.01%	2238

Other funds holding BILL

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return