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Beacon Pointe Advisors’s Visa V Stock Holding History

Beacon Pointe Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-700
Closed -$249K – 1529
2025
Q2 		$249K Hold
700
– – ﹤0.01% 1119
2025
Q1 		$245K Buy
+700
New +$237K ﹤0.01% 1088

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Beacon Pointe Advisors's V Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Visa (V) stake by 1.1% in Q2 2026, buying an estimated $1.09M and bringing the position to 319,231 shares worth $110M. The position accounts for 0.51% of the portfolio, ranked #38.

Beacon Pointe Advisors first reported a position in V in Q4 2018 and has held it in 31 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Beacon Pointe Advisors held 319,231 shares of Visa worth $110M as of Q2 2026.
  • Beacon Pointe Advisors bought 3,405 Visa shares in Q2 2026, an estimated $1.09M.
  • Visa made up 0.51% of Beacon Pointe Advisors's portfolio in Q2 2026, its #38 holding.
  • Beacon Pointe Advisors first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.