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WoodTrust Financial’s BILL Holdings BILL Stock Holding History

WoodTrust Financial’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
Q1 		– Sell
-25,600
Closed -$1.4M – 176
2025
Q4 		$1.4M Sell
25,600
-100
-0.4% -$5.14K 0.16% 78
2025
Q3 		$1.36M Sell
25,700
-17,255
-40% -$801K 0.16% 80
2025
Q2 		$6.43M Buy
42,955
+25,055
+140% +$1.11M 0.82% 37
2025
Q1 		$821K Buy
17,900
+9,900
+124% +$666K 0.12% 91
2024
Q4 		$678K Hold
8,000
– – 0.1% 99
2024
Q3 		$422K Buy
+8,000
New +$412K 0.06% 120
2024
Q1 		– Sell
-3,400
Closed -$277K – 169
2023
Q4 		$277K Buy
+3,400
New +$279K 0.05% 139
2023
Q1 		– Sell
-2,700
Closed -$294K – 146
2022
Q4 		$294K Buy
2,700
+250
+10% +$30K 0.06% 122
2022
Q3 		$324K Buy
+2,450
New +$352K 0.07% 116

Other funds holding BILL

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WoodTrust Financial's BILL Position: Q1 2026 in Review

WoodTrust Financial sold out of BILL Holdings (BILL) in Q1 2026, closing a stake of 25,600 shares — an estimated $1.4M sold.

WoodTrust Financial first reported a position in BILL in Q3 2022 and held it in 9 quarters. The position peaked at $6.43M in Q2 2025. 341 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • WoodTrust Financial reported no remaining BILL Holdings position as of Q1 2026 after selling out during the quarter.
  • WoodTrust Financial sold 25,600 BILL Holdings shares in Q1 2026, an estimated $1.4M.
  • WoodTrust Financial first reported a position in BILL Holdings in Q3 2022 and held it in 9 quarters.
  • WoodTrust Financial's BILL Holdings position peaked at $6.43M in Q2 2025.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.