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 Q4	–	Sell	-1,700	Closed	-$580K	–	1569
2025 Q3	$580K	Buy	+1,700	New	+$588K	﹤0.01%	959

Other funds holding V

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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.