SEC 13F Intelligence

United Capital Financial Advisors, LLC / V

United Capital Financial Advisors, LLC’s Visa Inc Position

Does United Capital Financial Advisors, LLC own Visa Inc (V)? Yes — 279.9K shares worth $85M (+0.52% of its 13F portfolio) as of Q1 2026, up from 263.5K shares the prior filed quarter.

Position Value
$85M
Q1 2026
Shares
279.9K
% of Portfolio
+0.52%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $69MQ4 ’18Q1 ’19: $84MQ2 ’19: $94MQ3 ’19: $89MQ4 ’19: $102MQ4 ’19Q1 ’20: $91MQ2 ’20: $68MQ3 ’20: $71MQ4 ’20: $83MQ4 ’20Q1 ’21: $81MQ2 ’21: $90MQ3 ’21: $140MQ4 ’21: $136MQ4 ’21Q1 ’22: $140MQ2 ’22: $126MQ3 ’22: $111MQ4 ’22: $128MQ4 ’22Q1 ’23: $138MQ2 ’23: $137MQ3 ’23: $126MQ4 ’23: $105MQ4 ’23Q1 ’24: $107MQ2 ’24: $87MQ3 ’24: $90MQ4 ’24: $92MQ4 ’24Q1 ’25: $96MQ2 ’25: $95MQ3 ’25: $90MQ4 ’25: $92MQ4 ’25Q1 ’26: $85Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026279.9K$85M+0.52%
Q4 2025263.5K$92M+0.56%
Q3 2025262.5K$90M+0.64%
Q2 2025267.9K$95M+0.77%
Q1 2025272.9K$96M+0.82%
Q4 2024291.5K$92M+0.78%
Q3 2024326.1K$90M+0.74%
Q2 2024331.9K$87M+0.75%
Q1 2024383.3K$107M+0.88%
Q4 2023401.9K$105M+0.87%
Q3 2023546.3K$126M+0.82%
Q2 2023606.9K$137M+0.76%
Q1 2023613.5K$138M+0.76%
Q4 2022615.7K$128M+0.72%
Q3 2022627.2K$111M+0.66%
Q2 2022639.7K$126M+0.69%
Q1 2022633.2K$140M+0.68%
Q4 2021629.6K$136M+0.63%
Q3 2021630.4K$140M+0.70%
Q2 2021382.9K$90M+0.45%
Q1 2021381.7K$81M+0.45%
Q4 2020379.4K$83M+0.50%
Q3 2020353.4K$71M+0.46%
Q2 2020354.5K$68M+0.50%
Q1 2020589.9K$91M+0.75%
Q4 2019545.3K$102M+0.66%
Q3 2019516.1K$89M+0.63%
Q2 2019542.9K$94M+0.62%
Q1 2019536.2K$84M+0.59%
Q4 2018526.7K$69M+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of V.