SEC 13F Intelligence

Beacon Pointe Advisors, LLC / V

Beacon Pointe Advisors, LLC’s Visa Inc Position

Does Beacon Pointe Advisors, LLC own Visa Inc (V)? Yes — 315.8K shares worth $95M (+0.50% of its 13F portfolio) as of Q1 2026, up from 197.3K shares the prior filed quarter.

Position Value
$95M
Q1 2026
Shares
315.8K
% of Portfolio
+0.50%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $983,000Q4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $613,000Q4 ’19: $1MQ4 ’19Q1 ’20: $883,000Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $9MQ3 ’21: $33MQ4 ’21: $22MQ4 ’21Q1 ’22: $58MQ2 ’22: $39MQ3 ’22: $35MQ4 ’22: $43MQ4 ’22Q1 ’23: $52MQ2 ’23: $47MQ3 ’23: $64MQ4 ’23: $69MQ4 ’23Q1 ’24: $65MQ2 ’24: $59MQ3 ’24: $65MQ4 ’24: $70MQ4 ’24Q1 ’25: $87MQ2 ’25: $80MQ3 ’25: $66MQ4 ’25: $69MQ4 ’25Q1 ’26: $95Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026315.8K$95M+0.50%
Q4 2025197.3K$69M+0.49%
Q3 2025193.4K$66M+0.56%
Q2 2025224.7K$80M+0.83%
Q1 2025247.3K$87M+0.97%
Q4 2024222.6K$70M+0.78%
Q3 2024237.0K$65M+0.75%
Q2 2024224.0K$59M+0.70%
Q1 2024233.3K$65M+0.72%
Q4 2023263.1K$69M+0.82%
Q3 2023276.5K$64M+0.79%
Q2 2023199.2K$47M+0.77%
Q1 2023231.4K$52M+0.89%
Q4 2022208.4K$43M+0.84%
Q3 2022195.8K$35M+0.78%
Q2 2022198.6K$39M+0.83%
Q1 2022260.5K$58M+0.79%
Q4 202199.3K$22M+0.56%
Q3 2021148.4K$33M+0.82%
Q2 202140.4K$9M+0.33%
Q1 202115.4K$3M+0.20%
Q4 202015.3K$3M+0.23%
Q3 20209.0K$2M+0.17%
Q2 202012.2K$2M+0.24%
Q1 20205.5K$883,000+0.14%
Q4 20197.3K$1M+0.43%
Q3 20193.6K$613,000+0.26%
Q2 20199.0K$2M+0.57%
Q1 20197.3K$1M+0.43%
Q4 20187.5K$983,000+0.60%

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