James T. Borello RIA’s BILL Holdings BILL Stock Holding History

James T. Borello RIA’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	-8	Closed	-$306	–	1223
2026 Q1	$306	Sell	8 -17	-68%	-$760	﹤0.01%	1081
2025 Q4	$1.36K	Buy	+25	New	+$1.28K	﹤0.01%	843

Other funds holding BILL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

James T. Borello RIA's BILL Position: Q2 2026 in Review

James T. Borello RIA sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 8 shares — an estimated $306 sold.

James T. Borello RIA first reported a position in BILL in Q4 2025 and held it in 2 quarters. The position peaked at $1.36K in Q4 2025. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

James T. Borello RIA reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 8 BILL Holdings shares in Q2 2026, an estimated $306.
James T. Borello RIA first reported a position in BILL Holdings in Q4 2025 and held it in 2 quarters.
James T. Borello RIA's BILL Holdings position peaked at $1.36K in Q4 2025.
341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.