RAFFA WEALTH MANAGEMENT, LLC’s BILL Holdings BILL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$506	Buy	14 +2	+17%	+$74	﹤0.01%	1181
2026 Q1	$460	Buy	12 +1	+9%	+$45	﹤0.01%	1078
2025 Q4	$600	Hold	11	–	–	﹤0.01%	1043
2025 Q3	$583	Hold	11	–	–	﹤0.01%	1032
2025 Q2	$509	Hold	11	–	–	﹤0.01%	992
2025 Q1	$505	Hold	11	–	–	﹤0.01%	958
2024 Q4	$932	Hold	11	–	–	﹤0.01%	884
2024 Q3	$580	Hold	11	–	–	﹤0.01%	966
2024 Q2	$579	Hold	11	–	–	﹤0.01%	1025
2024 Q1	$756	Hold	11	–	–	﹤0.01%	961
2023 Q4	$897	Hold	11	–	–	﹤0.01%	851
2023 Q3	$1.19K	Hold	11	–	–	﹤0.01%	732
2023 Q2	$1.28K	Hold	11	–	–	﹤0.01%	730
2023 Q1	$893	Hold	11	–	–	﹤0.01%	821
2022 Q4	$1.2K	Hold	11	–	–	﹤0.01%	721
2022 Q3	$1.46K	Hold	11	–	–	﹤0.01%	688
2022 Q2	$1.21K	Hold	11	–	–	﹤0.01%	754
2022 Q1	$2.5K	Hold	11	–	–	﹤0.01%	580
2021 Q4	$2.74K	Hold	11	–	–	﹤0.01%	571
2021 Q3	$2.94K	Hold	11	–	–	﹤0.01%	508
2021 Q2	$2.02K	Hold	11	–	–	﹤0.01%	620
2021 Q1	$1.6K	Buy	+11	New	+$1.65K	﹤0.01%	699

Other funds holding BILL

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Sciencast Management Princeton, New Jersey $482M AUM 24.43% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

IWM

Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BILL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its BILL Holdings (BILL) stake by 17% in Q2 2026, buying an estimated $74 and bringing the position to 14 shares worth $506. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BILL in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.94K in Q3 2021. 70 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 14 shares of BILL Holdings worth $506 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 2 BILL Holdings shares in Q2 2026, an estimated $74.
BILL Holdings made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1181 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in BILL Holdings in Q1 2021 and has held it in 22 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's BILL Holdings position peaked at $2.94K in Q3 2021.
70 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.