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
2021 Q2	–	Sell	-8,300	Closed	-$1.21M	–	2711
2021 Q1	$1.21M	Buy	+8,300	New	+$1.24M	﹤0.01%	1472

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Truist Financial's BILL Position: Q1 2025 in Review

Truist Financial sold out of BILL Holdings (BILL) in Q1 2025, closing a stake of 2,395 shares — an estimated $203K sold.

Truist Financial first reported a position in BILL in Q3 2020 and held it in 14 quarters. The position peaked at $2.2M in Q2 2023. 394 funds tracked by Wall St. Rank hold BILL as of Q1 2025.

Truist Financial reported no remaining BILL Holdings position as of Q1 2025 after selling out during the quarter.
Truist Financial sold 2,395 BILL Holdings shares in Q1 2025, an estimated $203K.
Truist Financial first reported a position in BILL Holdings in Q3 2020 and held it in 14 quarters.
Truist Financial's BILL Holdings position peaked at $2.2M in Q2 2023.
394 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.