Question 1

How many shares of V does Beacon Pointe Advisors, LLC own?

Accepted Answer

As of 2026-Q1, Beacon Pointe Advisors, LLC holds 315,826 shares of V (VISA INC).

Question 2

What is Beacon Pointe Advisors, LLC's V position worth?

Accepted Answer

As of 2026-Q1, Beacon Pointe Advisors, LLC's V position is worth $95.5M.

Question 3

Is Beacon Pointe Advisors, LLC buying or selling V?

Accepted Answer

In 2026-Q1, Beacon Pointe Advisors, LLC increased their V position (+60.1% change in shares).

Question 4

When did Beacon Pointe Advisors, LLC first buy V?

Accepted Answer

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in V in 2024-Q2. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	315,826	+60.1%	$95.5M	0.5%	$320.83	61
2025-Q4	Increased	197,253	+2.0%	$69.2M	0.5%	$352.89	36
2025-Q3	Decreased	193,369	-13.9%	$66M	0.6%	$338.79	0
2025-Q2	Decreased	224,712	-9.2%	$79.8M	0.8%	$346.60	0
2025-Q1	Increased	247,339	+11.1%	$86.7M	1.0%	$340.30	47
2024-Q4	Decreased	222,627	-6.1%	$70.4M	0.8%	$312.44	0
2024-Q3	Increased	237,000	+5.8%	$65.2M	0.8%	$272.15	44
2024-Q2	Decreased	223,952	-4.0%	$58.8M	0.7%	$259.07	0

VShowing 8 of 30 quarters

V
Showing 8 of 30 quarters