EP Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 1540569 TORRANCE, CA

Position in V

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$123,482,551

+$26,413,944 QoQ

Shares Held

359,913

+12.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#340

of 4,498 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $188,154,203 across 9 Credit Services names. V ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	359,913	$123,482,551
2	MA	Mastercard Inc	96,354	$49,487,414
3	AXP	American Express Co	29,873	$10,104,542
4	COF	Capital One Financial Corp	12,130	$2,433,520
5	PYPL	PayPal Holdings, Inc.	21,477	$927,376
6	ALLY	Ally Financial Inc.	13,270	$609,756
7	SYF	Synchrony Financial	7,097	$539,726
8	SOFI	SoFi Technologies, Inc.	16,614	$297,889

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,482,551	359,913	+12.1%	Shares	Sole	2026-08-12
2026-03-31	$97,068,607	321,164	+12.2%	Shares	Sole	2026-05-14
2025-12-31	$100,350,405	286,135	+2.2%	Shares	Sole	2026-02-18
2025-06-30	$99,372,814	279,884	+13.8%	Shares	Sole	2025-08-14
2025-03-31	$86,214,211	246,003	+6.6%	Shares	Sole	2025-05-15
2024-12-31	$72,907,583	230,691	-6.3%	Shares	Sole	2025-02-14
2024-09-30	$67,697,364	246,217	+7.6%	Shares	Sole	2024-11-15
2024-06-30	$60,071,508	228,870	+8.2%	Shares	Sole	2024-08-19
2024-03-31	$59,018,443	211,475	+0.6%	Shares	Sole	2024-05-14
2023-12-31	$54,724,268	210,195	-0.1%	Shares	Sole	2024-02-28
2023-09-30	$48,396,864	210,412	+190.4%	Shares	Sole	2023-11-24
2023-06-30	$17,208,988	72,465	-30.5%	Shares	Sole	2023-08-14
2023-03-31	$23,517,507	104,309	-63.0%	Shares	Sole	2023-06-05
2022-12-31	$58,494,204	281,547	+9.3%	Shares	Sole	2023-06-12
2022-09-30	$45,741,499	257,481	+8.9%	Shares	Sole	2022-12-02
2022-06-30	$46,568,422	236,520	+6.3%	Shares	Sole	2022-08-11
2022-03-31	$49,347,151	222,515	+6.4%	Shares	Sole	2022-05-20
2021-12-31	$45,327,497	209,162	+5.3%	Shares	Sole	2022-02-17
2021-09-30	$44,229,908	198,563	+5.0%	Shares	Sole	2021-11-23
2021-06-30	$44,199,929	189,034	+7.2%	Shares	Sole	2021-08-24
2021-03-31	$37,336,256	176,339	+16.3%	Shares	Sole	2021-05-17
2020-12-31	$33,176,528	151,678	+5.8%	Shares	Sole	2021-02-18
2020-09-30	$28,661,100	143,327	+2.2%	Shares	Sole	2020-11-17
2020-06-30	$27,095,955	140,270	+1.6%	Shares	Sole	2020-08-14
2020-03-31	$22,234,882	138,002	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.