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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beacon Pointe Advisors's V Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Visa (V) stake by 60% in Q1 2026, buying an estimated $38.1M and bringing the position to 315,826 shares worth $95.5M. The position accounts for 0.5% of the portfolio, ranked #43.

Beacon Pointe Advisors first reported a position in V in Q4 2018 and has held it in 30 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Beacon Pointe Advisors held 315,826 shares of Visa worth $95.5M as of Q1 2026.
Beacon Pointe Advisors bought 118,573 Visa shares in Q1 2026, an estimated $38.1M.
Visa made up 0.5% of Beacon Pointe Advisors's portfolio in Q1 2026, its #43 holding.
Beacon Pointe Advisors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.