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West Branch Capital’s BILL Holdings BILL Stock Holding History

West Branch Capital’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 		– Sell
-94
Closed -$3.6K – 358
2026
Q1 		$3.6K Hold
94
– – ﹤0.01% 288
2025
Q4 		$5.13K Hold
94
– – ﹤0.01% 310
2025
Q3 		$4.98K Buy
+94
New +$4.37K ﹤0.01% 328

Other funds holding BILL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
SM
Sciencast Management Princeton, New Jersey $482M AUM 24.43% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

West Branch Capital's BILL Position: Q2 2026 in Review

West Branch Capital sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 94 shares — an estimated $3.6K sold.

West Branch Capital first reported a position in BILL in Q3 2025 and held it in 3 quarters. The position peaked at $5.13K in Q4 2025. 109 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • West Branch Capital reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 94 BILL Holdings shares in Q2 2026, an estimated $3.6K.
  • West Branch Capital first reported a position in BILL Holdings in Q3 2025 and held it in 3 quarters.
  • West Branch Capital's BILL Holdings position peaked at $5.13K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.