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Whittier Trust’s BILL Holdings BILL Stock Holding History

Whittier Trust’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
-10
Closed -$533 – 1361
2025
Q3 		$533 Hold
10
– – ﹤0.01% 1346
2025
Q2 		$462 Hold
10
– – ﹤0.01% 1475
2025
Q1 		$458 Buy
+10
New +$672 ﹤0.01% 1463
2023
Q2 		– Sell
-1,150
Closed -$93.3K – 1574
2023
Q1 		$93.3K Buy
1,150
+150
+15% +$13.9K ﹤0.01% 826
2022
Q4 		$109K Sell
1,000
-3
-0.3% -$360 ﹤0.01% 790
2022
Q3 		$133K Buy
1,003
+1,000
+33,333% +$144K ﹤0.01% 732
2022
Q2 		$0 Buy
+3
New +$437 ﹤0.01% 1684

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

Whittier Trust's BILL Position: Q4 2025 in Review

Whittier Trust sold out of BILL Holdings (BILL) in Q4 2025, closing a stake of 10 shares — an estimated $533 sold.

Whittier Trust first reported a position in BILL in Q2 2022 and held it in 7 quarters. The position peaked at $133K in Q3 2022. 365 funds tracked by Wall St. Rank hold BILL as of Q4 2025.

  • Whittier Trust reported no remaining BILL Holdings position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 10 BILL Holdings shares in Q4 2025, an estimated $533.
  • Whittier Trust first reported a position in BILL Holdings in Q2 2022 and held it in 7 quarters.
  • Whittier Trust's BILL Holdings position peaked at $133K in Q3 2022.
  • 365 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.