Question 1

How many shares of V does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC holds 321,164 shares of V (VISA INC).

Question 2

What is EP Wealth Advisors, LLC's V position worth?

Accepted Answer

As of 2026-Q1, EP Wealth Advisors, LLC's V position is worth $97.1M.

Question 3

Is EP Wealth Advisors, LLC buying or selling V?

Accepted Answer

In 2026-Q1, EP Wealth Advisors, LLC increased their V position (+12.2% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy V?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in V in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	321,164	+12.2%	$97.1M	0.5%	$320.83	40
2025-Q4	Increased	286,135	+2.2%	$100.4M	0.5%	$352.89	43
2025-Q2	Increased	279,884	+13.8%	$99.4M	0.7%	$346.60	48
2025-Q1	Increased	246,003	+6.6%	$86.2M	0.7%	$340.30	45
2024-Q4	Decreased	230,691	-6.3%	$72.9M	0.6%	$312.44	0
2024-Q3	Increased	246,217	+7.6%	$67.7M	0.6%	$272.15	45
2024-Q2	Increased	228,870	+8.2%	$60.1M	0.6%	$259.07	45

VShowing 7 of 29 quarters

V
Showing 7 of 29 quarters