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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VISA INC-CLASS A SHARES

EP Wealth Advisors, LLC holds 359,913 shares of V (VISA INC-CLASS A SHARES), worth $123.5M as of 2026-Q2. The position was increased (+12.1% shares). V represents 0.5% of EP Wealth Advisors, LLC's portfolio.

Current Value

$123.5M

Current Shares

359,913

Total Value Change

+$55.8M

Total Shares Change

+113,696

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
359,913
+12.1%
$123.5M0.5%$342.45
40
2026-Q1
Increased
321,164
+12.2%
$97.1M0.5%$301.06
40
2025-Q4
Increased
286,135
+2.2%
$100.4M0.5%$348.62
43
2025-Q2
Increased
279,884
+13.8%
$99.4M0.7%$351.61
48
2025-Q1
Increased
246,003
+6.6%
$86.2M0.7%$346.49
45
2024-Q4
Decreased
230,691
-6.3%
$72.9M0.6%$311.94
0
2024-Q3
Increased
246,217
+7.6%
$67.7M0.6%$270.87
45

Other major holders of V: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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