Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership35,611 shares
Latest Disclosed Value $ 10,763,103
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 0.45% increase in ownership of V / Visa Inc.

On May 4, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 35,611 shares of Visa Inc. (CH:V) valued at $10,763,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 35,452 shares of Visa Inc.. This represents a change in shares of 0.45% 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)
2026-05-04 2026-03-31 13F VISA COM CL A 92826C839 35,611 159 0.45 10,763 -13.43 0.1283
2026-01-16 2025-12-31 13F VISA COM CL A 92826C839 35,452 2,202 6.62 12,434 9.54 0.2215
2025-11-10 2025-09-30 13F VISA COM CL A 92826C839 33,250 2,287 7.39 11,351 3.25 0.2271
2025-07-21 2025-06-30 13F VISA COM CL A 92826C839 30,963 1,271 4.28 10,993 5.64 0.2482
2025-05-08 2025-03-31 13F VISA COM CL A 92826C839 29,692 4,824 19.40 10,406 32.41 0.2677
2025-01-22 2024-12-31 13F VISA COM CL A 92826C839 24,868 3,523 16.51 7,859 33.93 0.2132
2024-11-01 2024-09-30 13F VISA COM CL A 92826C839 21,345 -42 -0.20 5,869 4.54 0.1647
2024-08-09 2024-06-30 13F VISA COM CL A 92826C839 21,387 -20 -0.09 5,613 -6.04 0.1663
2024-05-07 2024-03-31 13F VISA COM CL A 92826C839 21,407 -6,225 -22.53 5,974 -16.95 0.1803
2024-02-06 2023-12-31 13F VISA COM CL A 92826C839 27,632 -342 -1.22 7,194 11.80 0.2389
2023-11-03 2023-09-30 13F VISA COM CL A 92826C839 27,974 -123 -0.44 6,434 -3.57 0.2520
2023-08-11 2023-06-30 13F VISA COM CL A 92826C839 28,097 -1,160 -3.96 6,672 1.15 0.2685
2023-05-09 2023-03-31 13F VISA COM CL A 92826C839 29,257 -3,684 -11.18 6,596 -3.61 0.2861
2023-02-08 2022-12-31 13F VISA COM CL A 92826C839 32,941 -6,180 -15.80 6,844 -1.54 0.3223
2022-11-03 2022-09-30 13F VISA COM CL A 92826C839 39,121 20,243 107.23 6,950 86.98 0.3642
2022-08-02 2022-06-30 13F VISA COM CL A 92826C839 18,878 180 0.96 3,717 -10.37 0.1951
2022-05-13 2022-03-31 13F VISA COM CL A 92826C839 18,698 1,149 6.55 4,147 9.05 0.2068
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 17,549 1,558 9.74 3,803 6.77 0.1899
2021-11-02 2021-09-30 13F VISA COM CL A 92826C839 15,991 -11,219 -41.23 3,562 -44.01 0.2029
2021-08-12 2021-06-30 13F VISA COM CL A 92826C839 27,210 250 0.93 6,362 11.46 0.3853
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 26,960 -531 -1.93 5,708 -5.07 0.4572
2021-02-12 2020-12-31 13F VISA COM CL A 92826C839 27,491 -4,903 -15.14 6,013 -7.18 0.4584
2020-11-12 2020-09-30 13F VISA COM CL A 92826C839 32,394 -3,441 -9.60 6,478 -6.41 0.5534
2020-08-12 2020-06-30 13F VISA COM CL A 92826C839 35,835 530 1.50 6,922 21.69 0.6456
2020-05-11 2020-03-31 13F VISA COM CL A 92826C839 35,305 5,914 20.12 5,688 2.99 0.6217
2020-02-13 2019-12-31 13F VISA COM CL A 92826C839 29,391 1,519 5.45 5,523 15.21 0.6069
2019-11-13 2019-09-30 13F VISA COM CL A 92826C839 27,872 15,655 128.14 4,794 126.13 0.5805
2019-08-12 2019-06-30 13F VISA COM CL A 92826C839 12,217 3,159 34.88 2,120 49.82 0.2761
2019-05-13 2019-03-31 13F VISA COM CL A 92826C839 9,058 -183 -1.98 1,415 16.08 0.2059
2019-02-13 2018-12-31 13F VISA COM CL A 92826C839 9,241 7,169 345.99 1,219 291.96 0.2071
2018-11-13 2018-09-30 13F VISA COM CL A 92826C839 2,072 -1,026 -33.12 311 -24.15 0.0551
2018-08-13 2018-06-30 13F VISA COM CL A 92826C839 3,098 976 45.99 410 61.42 0.0768
2018-05-14 2018-03-31 13F/A-1 VISA COM CL A 92826C839 2,122 -250 -10.54 254 -5.93 0.0502
2018-05-11 2018-03-31 13F VISA COM CL A 92826C839 1,766 -606 254
2018-02-12 2017-12-31 13F VISA COM CL A 92826C839 2,372 -86 -3.50 270 4.25 0.0579
2017-11-13 2017-09-30 13F VISA COM CL A 92826C839 2,458 166 7.24 259 20.47 0.0598
2017-08-10 2017-06-30 13F VISA COM CL A 92826C839 2,292 0 0.00 215 5.39 0.0523
2017-05-12 2017-03-31 13F VISA COM CL A 92826C839 2,292 2,292 204 0.0508
2016-04-21 2016-03-31 13F VISA COM CL A 92826C839 0 0 0 0.0000
2016-01-26 2015-12-31 13F VISA COM CL A 92826C839 0 -4,512 -100.00 0 -100.00
2015-10-22 2015-09-30 13F VISA COM CL A 92826C839 4,512 0 0.00 314 3.63 0.0741
2015-08-06 2015-06-30 13F VISA COM CL A 92826C839 4,512 4,512 303 0.0704
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.