Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership52,089 shares
Latest Disclosed Value $ 15,743,647
Boston Private Wealth Llc reports 4.43% decrease in ownership of V / Visa Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 52,089 shares of Visa Inc. (CH:V) valued at $15,743,647 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 54,502 shares of Visa Inc.. This represents a change in shares of -4.43% 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)
2026-04-17 2026-03-31 13F VISA COM 92826C839 52,089 -2,413 -4.43 15,744 -17.64 1.0371
2026-02-04 2025-12-31 13F VISA COM 92826C839 54,502 -2,044 -3.61 19,114 -0.98 1.1270
2025-11-06 2025-09-30 13F VISA COM 92826C839 56,546 -2,611 -4.41 19,304 -8.09 1.0388
2025-08-14 2025-06-30 13F VISA COM 92826C839 59,157 -24,140 -28.98 21,004 -28.05 1.1253
2025-05-14 2025-03-31 13F VISA COM 92826C839 83,297 -7,751 -8.51 29,192 1.45 1.1996
2025-02-05 2024-12-31 13F VISA COM 92826C839 91,048 91,048 28,775 0.5376
2024-10-18 2024-09-30 13F VISA COM 92826C839 0 -95,808 -100.00 0 -100.00
2024-08-06 2024-06-30 13F VISA COM 92826C839 95,808 -7,238 -7.02 25,147 -12.56 0.6224
2024-05-15 2024-03-31 13F VISA COM 92826C839 103,046 -4,772 -4.43 28,758 2.45 0.6411
2024-01-30 2023-12-31 13F VISA COM 92826C839 107,818 -18,457 -14.62 28,070 -3.35 0.6828
2023-10-23 2023-09-30 13F VISA COM 92826C839 126,275 -13,014 -9.34 29,044 -12.20 0.6379
2023-07-24 2023-06-30 13F VISA COM 92826C839 139,289 -50,798 -26.72 33,078 -22.82 0.5978
2023-05-12 2023-03-31 13F VISA COM 92826C839 190,087 -15,781 -7.67 42,857 0.20 0.5990
2023-02-10 2022-12-31 13F Visa COM 92826C839 205,868 -16,483 -7.41 42,771 8.28 0.5774
2022-11-09 2022-09-30 13F Visa COM 92826C839 222,351 14,459 6.96 39,500 -3.50 0.5768
2022-08-16 2022-06-30 13F Visa COM 92826C839 207,892 -1,645 -0.79 40,932 -11.92 0.6296
2022-05-13 2022-03-31 13F Visa COM 92826C839 209,537 5,320 2.61 46,469 5.00 0.6223
2022-02-15 2021-12-31 13F Visa COM 92826C839 204,217 -6,704 -3.18 44,256 -5.80 0.7258
2021-11-09 2021-09-30 13F Visa COM 92826C839 210,921 -2,084 -0.98 46,983 -5.67 0.6036
2021-08-13 2021-06-30 13F Visa COM 92826C839 213,005 -51,773 -19.55 49,805 -11.16 0.6315
2021-05-11 2021-03-31 13F Visa COM 92826C839 264,778 -1,576 -0.59 56,061 -3.77 0.7809
2021-02-10 2020-12-31 13F VISA INC COM CL A COM 92826C839 266,354 1,841 0.70 58,260 10.14 0.8550
2020-11-10 2020-09-30 13F VISA INC COM CL A COM 92826C839 264,513 2,550 0.97 52,894 4.53 0.8723
2020-08-05 2020-06-30 13F VISA INC COM CL A COM 92826C839 261,963 -47,761 -15.42 50,604 1.41 0.9405
2020-05-11 2020-03-31 13F Visa COM 92826C839 309,724 4,125 1.35 49,902 -13.10 1.2114
2020-02-13 2019-12-31 13F Visa COM 92826C839 305,599 3,612 1.20 57,422 10.55 1.0453
2019-11-01 2019-09-30 13F Visa COM 92826C839 301,987 -6,863 -2.22 51,944 -3.09 1.0340
2019-07-10 2019-06-30 13F Visa COM 92826C839 308,850 -14,144 -4.38 53,601 6.25 1.8003
2019-05-14 2019-03-31 13F Visa COM 92826C839 322,994 -21,527 -6.25 50,448 10.98 1.9927
2019-02-14 2018-12-31 13F Visa COM 92826C839 344,521 2,389 0.70 45,456 -11.48 1.9393
2018-11-13 2018-09-30 13F Visa COM 92826C839 342,132 -5,307 -1.53 51,350 11.59 1.8162
2018-08-14 2018-06-30 13F Visa COM 92826C839 347,439 -31,379 -8.28 46,018 1.55 1.7646
2018-05-11 2018-03-31 13F Visa COM 92826C839 378,818 -4,150 -1.08 45,314 3.78 1.7381
2018-02-13 2017-12-31 13F Visa COM 92826C839 382,968 -6,097 -1.57 43,665 6.64 1.6427
2017-11-13 2017-09-30 13F Visa COM 92826C839 389,065 6,742 1.76 40,946 14.20 1.5747
2017-08-04 2017-06-30 13F Visa COM 92826C839 382,323 7,653 2.04 35,854 7.68 1.4068
2017-05-11 2017-03-31 13F Visa COM 92826C839 374,670 52,831 16.42 33,297 32.61 1.3263
2017-02-15 2016-12-31 13F Visa COM 92826C839 321,839 48,392 17.70 25,109 11.03 1.0389
2016-11-15 2016-09-30 13F/A-1 Visa COM 92826C839 273,447 9,107 3.45 22,614 15.34 0.9197
2016-11-14 2016-09-30 13F Visa COM 92826C839 264,340 0 19,606 0.7999
2016-08-01 2016-06-30 13F Visa COM 92826C839 264,340 -20,923 -7.33 19,606 -10.13 0.7999
2016-05-13 2016-03-31 13F Visa COM 92826C839 285,263 -2,294 -0.80 21,817 -2.17 0.8883
2016-02-12 2015-12-31 13F Visa COM 92826C839 287,557 -1,044 -0.36 22,300 10.93 0.8797
2015-11-12 2015-09-30 13F Visa COM 92826C839 288,601 3,187 1.12 20,103 4.89 0.7792
2015-08-13 2015-06-30 13F Visa COM 92826C839 285,414 7,243 2.60 19,165 5.33 0.6342
2015-05-12 2015-03-31 13F Visa COM 92826C839 278,171 225,926 432.44 18,195 32.82 0.5874
2015-02-10 2014-12-31 13F Visa COM 92826C839 52,245 52,245 13,699 0.4430
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.