Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership8,947 shares
Latest Disclosed Value $ 2,704,142
BKD Wealth Advisors, LLC reports 0.48% increase in ownership of V / Visa Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 8,947 shares of Visa Inc. (CH:V) valued at $2,704,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 8,904 shares of Visa Inc.. This represents a change in shares of 0.48% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F VISA COM CL A 92826C839 8,947 43 0.48 2,704 -13.39 0.0513
2026-02-10 2025-12-31 13F VISA COM CL A 92826C839 8,904 421 4.96 3,123 7.84 0.0590
2025-10-30 2025-09-30 13F VISA COM CL A 92826C839 8,483 -1,697 -16.67 2,896 -19.89 0.0575
2025-07-29 2025-06-30 13F VISA COM CL A 92826C839 10,180 138 1.37 3,614 2.70 0.0780
2025-05-13 2025-03-31 13F VISA COM CL A 92826C839 10,042 763 8.22 3,519 20.02 0.0844
2025-02-04 2024-12-31 13F VISA COM CL A 92826C839 9,279 -329 -3.42 2,933 11.02 0.0676
2024-11-14 2024-09-30 13F VISA COM CL A 92826C839 9,608 169 1.79 2,642 6.62 0.0607
2024-08-09 2024-06-30 13F VISA COM CL A 92826C839 9,439 1,997 26.83 2,477 19.32 0.0618
2024-04-19 2024-03-31 13F VISA COM CL A 92826C839 7,442 842 12.76 2,077 20.84 0.0528
2024-01-11 2023-12-31 13F VISA COM CL A 92826C839 6,600 212 3.32 1,718 16.95 0.0478
2023-10-26 2023-09-30 13F VISA COM CL A 92826C839 6,388 -259 -3.90 1,469 -6.91 0.0443
2023-08-08 2023-06-30 13F VISA COM CL A 92826C839 6,647 549 9.00 1,579 14.85 0.0462
2023-04-27 2023-03-31 13F VISA COM CL A 92826C839 6,098 192 3.25 1,375 11.98 0.0450
2023-02-03 2022-12-31 13F VISA COM CL A 92826C839 5,906 217 3.81 1,227 21.36 0.0429
2022-10-14 2022-09-30 13F VISA COM CL A 92826C839 5,689 187 3.40 1,011 -6.73 0.0408
2022-07-22 2022-06-30 13F VISA COM CL A 92826C839 5,502 1,217 28.40 1,084 14.11 0.0439
2022-05-10 2022-03-31 13F VISA COM CL A 92826C839 4,285 189 4.61 950 6.98 0.0402
2022-01-14 2021-12-31 13F VISA COM CL A 92826C839 4,096 -83 -1.99 888 -4.62 0.0374
2021-10-14 2021-09-30 13F VISA COM CL A 92826C839 4,179 1 0.02 931 -4.71 0.0428
2021-07-14 2021-06-30 13F VISA COM CL A 92826C839 4,178 -341 -7.55 977 2.09 0.0455
2021-04-23 2021-03-31 13F VISA COM CL A 92826C839 4,519 -7,264 -61.65 957 -62.86 0.0475
2021-01-22 2020-12-31 13F VISA COM CL A 92826C839 11,783 16 0.14 2,577 9.52 0.1291
2020-11-05 2020-09-30 13F VISA COM CL A 92826C839 11,767 427 3.77 2,353 7.39 0.1370
2020-07-15 2020-06-30 13F VISA COM CL A 92826C839 11,340 -372 -3.18 2,191 16.11 0.1419
2020-04-10 2020-03-31 13F VISA COM CL A 92826C839 11,712 901 8.33 1,887 -7.09 0.1547
2020-01-13 2019-12-31 13F VISA COM CL A 92826C839 10,811 996 10.15 2,031 20.32 0.1463
2019-10-28 2019-09-30 13F VISA COM CL A 92826C839 9,815 160 1.66 1,688 0.72 0.1350
2019-07-10 2019-06-30 13F VISA COM CL A 92826C839 9,655 -1,325 -12.07 1,676 -2.27 0.1358
2019-04-10 2019-03-31 13F VISA COM CL A 92826C839 10,980 -249 -2.22 1,715 15.72 0.1423
2019-01-28 2018-12-31 13F/A-1 VISA COM CL A 92826C839 11,229 167 1.51 1,482 -10.72 0.1515
2019-01-15 2018-12-31 13F VISA COM CL A 92826C839 11,229 167 1,482 0.1371
2018-10-09 2018-09-30 13F VISA COM CL A 92826C839 11,062 2,718 32.57 1,660 50.23 0.1455
2018-07-13 2018-06-30 13F VISA COM CL A 92826C839 8,344 207 2.54 1,105 13.57 0.1073
2018-05-25 2018-03-31 13F/A-1 VISA COM CL A 92826C839 8,137 -557 -6.41 973 -1.82 0.0975
2018-04-20 2018-03-31 13F VISA COM CL A 92826C839 8,203 -491 1,021
2018-01-18 2017-12-31 13F VISA COM CL A 92826C839 8,694 -361 -3.99 991 3.99 0.0991
2017-10-13 2017-09-30 13F VISA COM CL A 92826C839 9,055 -916 -9.19 953 1.93 0.1049
2017-07-10 2017-06-30 13F VISA COM CL A 92826C839 9,971 2,195 28.23 935 35.31 0.1060
2017-04-13 2017-03-31 13F VISA COM CL A 92826C839 7,776 -838 -9.73 691 2.83 0.0844
2017-01-06 2016-12-31 13F VISA COM CL A 92826C839 8,614 -42 -0.49 672 -6.15 0.0879
2016-10-18 2016-09-30 13F VISA COM CL A 92826C839 8,656 897 11.56 716 24.52 0.0997
2016-07-12 2016-06-30 13F VISA COM CL A 92826C839 7,759 -1,435 -15.61 575 -18.21 0.0854
2016-04-12 2016-03-31 13F VISA COM CL A 92826C839 9,194 1,319 16.75 703 15.06 0.1122
2016-01-26 2015-12-31 13F VISA COM CL A 92826C839 7,875 133 1.72 611 13.36 0.0919
2015-11-10 2015-09-30 13F/A-1 VISA COM CL A 92826C839 7,742 85 1.11 539 4.86 0.0949
2015-10-13 2015-09-30 13F VISA COM CL A 92826C839 7,742 85 539 0.0911
2015-07-08 2015-06-30 13F VISA COM CL A 92826C839 7,657 1,825 31.29 514 34.91 0.0770
2015-04-16 2015-03-31 13F VISA COM CL A 92826C839 5,832 4,848 492.68 381 75.58 0.0552
2014-01-13 2013-12-31 13F VISA COM CL A 92826C839 984 984 217 0.0183
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.