UCFA
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United Capital Financial Advisors’s BILL Holdings BILL Stock Holding History

United Capital 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
2025
Q1 		– Sell
-2,586
Closed -$219K – 1067
2024
Q4 		$219K Buy
+2,586
New +$193K ﹤0.01% 992

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

United Capital Financial Advisors's BILL Position: Q1 2025 in Review

United Capital Financial Advisors sold out of BILL Holdings (BILL) in Q1 2025, closing a stake of 2,586 shares — an estimated $219K sold.

United Capital Financial Advisors first reported a position in BILL in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 392 funds tracked by Wall St. Rank hold BILL as of Q1 2025.

  • United Capital Financial Advisors reported no remaining BILL Holdings position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,586 BILL Holdings shares in Q1 2025, an estimated $219K.
  • United Capital Financial Advisors first reported a position in BILL Holdings in Q4 2024 and held it in 1 quarter.
  • United Capital Financial Advisors's BILL Holdings position peaked at $219K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.