Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionCatalytic Wealth RIA, LLC
Latest Disclosed Ownership58,066 shares
Latest Disclosed Value $ 17,549,877
Catalytic Wealth RIA, LLC reports 1.45% decrease in ownership of V / Visa Inc.

On May 14, 2026 - Catalytic Wealth RIA, LLC filed a 13F-HR form disclosing ownership of 58,066 shares of Visa Inc. (CH:V) valued at $17,549,877 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 58,920 shares of Visa Inc.. This represents a change in shares of -1.45% 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)
2026-05-14 2026-03-31 13F VISA COM CL A 92826C839 58,066 -854 -1.45 17,550 -15.07 0.7260
2026-01-30 2025-12-31 13F VISA COM CL A 92826C839 58,920 -23,622 -28.62 20,664 -26.67 0.7589
2025-11-13 2025-09-30 13F VISA COM CL A 92826C839 82,542 42,548 106.39 28,178 98.45 0.9272
2025-07-17 2025-06-30 13F VISA COM CL A 92826C839 39,994 30,372 315.65 14,200 321.09 1.1606
2025-05-12 2025-03-31 13F VISA COM CL A 92826C839 9,622 -1,238 -11.40 3,372 -1.75 0.6189
2025-02-07 2024-12-31 13F VISA COM CL A 92826C839 10,860 -3,370 -23.68 3,432 -12.27 0.6032
2024-11-04 2024-09-30 13F VISA COM CL A 92826C839 14,230 -2,054 -12.61 3,913 -8.47 0.6832
2024-07-31 2024-06-30 13F VISA COM CL A 92826C839 16,284 1,075 7.07 4,274 0.71 0.8438
2024-05-10 2024-03-31 13F VISA COM CL A 92826C839 15,209 3,787 33.16 4,245 42.75 0.8495
2024-02-12 2023-12-31 13F VISA COM CL A 92826C839 11,422 11,422 2,974 1.3395
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.