Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionEnzi Wealth
Latest Disclosed Ownership786 shares
Latest Disclosed Value $ 237,480
Enzi Wealth reports 0.64% increase in ownership of V / Visa Inc.

On April 24, 2026 - Enzi Wealth filed a 13F-HR form disclosing ownership of 786 shares of Visa Inc. (CH:V) valued at $237,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 781 shares of Visa Inc.. This represents a change in shares of 0.64% 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)
2026-04-24 2026-03-31 13F VISA COM CL A 92826C839 786 5 0.64 237 -7.42 0.0824
2026-01-15 2025-12-31 13F VISA COM CL A 92826C839 781 -34 -4.17 257 -6.23 0.0906
2025-10-17 2025-09-30 13F VISA COM CL A 92826C839 815 29 3.69 273 0.00 0.0961
2025-07-14 2025-06-30 13F VISA COM CL A 92826C839 786 -34 -4.15 273 -0.73 0.1001
2025-04-25 2025-03-31 13F VISA COM CL A 92826C839 820 59 7.75 275 11.79 0.1113
2025-01-23 2024-12-31 13F VISA COM CL A 92826C839 761 24 3.26 246 19.42 0.0938
2024-10-15 2024-09-30 13F VISA COM CL A 92826C839 737 737 207 0.0809
2024-02-14 2023-12-31 13F VISA COM CL A 92826C839 0 -1,152 -100.00 0 -100.00
2023-10-16 2023-09-30 13F VISA COM CL A 92826C839 1,152 -90 -7.25 274 -9.60 0.1453
2023-07-14 2023-06-30 13F VISA COM CL A 92826C839 1,242 -254 -16.98 302 -13.47 0.1538
2023-04-18 2023-03-31 13F VISA COM CL A 92826C839 1,496 -60 -3.86 349 0.29 0.1793
2023-01-25 2022-12-31 13F VISA COM CL A 92826C839 1,556 0 0.00 348 9.09 0.1664
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 1,556 1,556 319 0.1563
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.