BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in V — Visa Inc.

CIK 1654599 MORRISTOWN, NJ

Position in V

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$427,833

+$50,940 QoQ

Shares Held

1,247

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#3,640

of 4,491 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $46,142,574 across 6 Credit Services names. V ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	85,132	$43,723,795
2	AXP	American Express Co	5,128	$1,734,546
3	V	Visa Inc. This page	1,247	$427,833
4	PYPL	PayPal Holdings, Inc.	3,459	$149,359
5	COF	Capital One Financial Corp	525	$105,325
6	SEZL	Sezzle Inc.	10	$1,716

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$427,833	1,247	0.0%	Shares	Sole	2026-07-08
2026-03-31	$376,893	1,247	+0.5%	Shares	Sole	2026-04-14
2025-12-31	$435,231	1,241	-5.1%	Shares	Sole	2026-01-16
2025-09-30	$446,525	1,308	-4.2%	Shares	Sole	2025-10-16
2025-06-30	$484,643	1,365	-62.6%	Shares	Sole	2025-07-15
2025-03-31	$1,280,580	3,654	+4.5%	Shares	Sole	2025-05-06
2024-12-31	$1,104,875	3,496	-14.8%	Shares	Sole	2025-01-17
2024-09-30	$1,127,569	4,101	+2.8%	Shares	Sole	2024-11-14
2024-06-30	$1,047,255	3,990	+1.6%	Shares	Sole	2024-08-14
2024-03-31	$1,096,226	3,928	+25.6%	Shares	Sole	2024-05-09
2023-12-31	$814,374	3,128	-3.5%	Shares	Sole	2024-02-12
2023-09-30	$745,692	3,242	+2.5%	Shares	Sole	2023-10-31
2023-06-30	$751,386	3,164	-2.8%	Shares	Sole	2023-07-21
2023-03-31	$733,872	3,255	-1.6%	Shares	Sole	2023-05-04
2022-12-31	$687,062	3,307	-5.7%	Shares	Sole	2023-01-13
2022-09-30	$623,018	3,507	+165.3%	Shares	Sole	2022-10-20
2022-06-30	$260,288	1,322	+3.9%	Shares	Sole	2022-07-21
2022-03-31	$282,091	1,272	-0.6%	Shares	Sole	2022-05-12
2021-12-31	$277,388	1,280	+12.3%	Shares	Sole	2022-02-04
2021-09-30	$253,935	1,140	0.0%	Shares	Sole	2021-11-09
2021-06-30	$266,554	1,140	0.0%	Shares	Sole	2021-08-02
2021-03-31	$241,372	1,140	-25.4%	Shares	Sole	2021-05-21
2020-12-31	$334,219	1,528	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.