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Wealthspire Advisors (New York)’s BILL Holdings BILL Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-315
Closed -$16.7K – 1246
2025
Q3 		$16.7K Buy
+315
New +$14.6K ﹤0.01% 1763
2021
Q4 		– Sell
-1,050
Closed -$280K – 546
2021
Q3 		$280K Buy
+1,050
New +$242K 0.01% 472

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s BILL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of BILL Holdings (BILL) in Q4 2025, closing a stake of 315 shares — an estimated $16.7K sold.

Wealthspire Advisors (New York) first reported a position in BILL in Q3 2021 and held it in 2 quarters. The position peaked at $280K in Q3 2021. 365 funds tracked by Wall St. Rank hold BILL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining BILL Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 315 BILL Holdings shares in Q4 2025, an estimated $16.7K.
  • Wealthspire Advisors (New York) first reported a position in BILL Holdings in Q3 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s BILL Holdings position peaked at $280K in Q3 2021.
  • 365 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.