Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionGradient Capital Advisors, LLC
Latest Disclosed Ownership2,629 shares
Latest Disclosed Value $ 794,661
Gradient Capital Advisors, LLC ownership in V / Visa Inc.

On April 15, 2026 - Gradient Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 2,629 shares of Visa Inc. (CH:V) valued at $794,661 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,629 shares of Visa Inc.. This represents a change in shares of 0.00% 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)
2026-04-15 2026-03-31 13F VISA INC COM CL A Stock 92826C839 2,629 0 0.00 795 -13.88 0.2060
2026-02-06 2025-12-31 13F VISA INC COM CL A Stock 92826C839 2,629 -22 -0.83 922 1.88 0.2376
2025-10-27 2025-09-30 13F VISA INC COM CL A Stock 92826C839 2,651 31 1.18 905 -2.69 0.2426
2025-07-16 2025-06-30 13F VISA INC COM CL A Stock 92826C839 2,620 28 1.08 930 2.42 0.2748
2025-05-05 2025-03-31 13F VISA INC COM CL A Stock 92826C839 2,592 16 0.62 908 11.55 0.2965
2025-01-29 2024-12-31 13F VISA INC COM CL A Stock 92826C839 2,576 33 1.30 814 16.45 0.2625
2024-10-16 2024-09-30 13F VISA INC COM CL A Stock 92826C839 2,543 140 5.83 699 10.95 0.2315
2024-07-22 2024-06-30 13F VISA INC COM CL A Stock 92826C839 2,403 0 0.00 631 -5.97 0.2254
2024-04-17 2024-03-31 13F VISA INC COM CL A Stock 92826C839 2,403 24 1.01 671 8.24 0.2462
2024-02-01 2023-12-31 13F VISA INC COM CL A Stock 92826C839 2,379 0 0.00 619 13.16 0.2358
2023-10-25 2023-09-30 13F VISA INC COM CL A Stock 92826C839 2,379 29 1.23 547 -1.80 0.2287
2023-07-19 2023-06-30 13F VISA INC COM CL A Stock 92826C839 2,350 11 0.47 558 5.69 0.2237
2023-04-18 2023-03-31 13F VISA INC COM CL A Stock 92826C839 2,339 0 0.00 527 8.44 0.2243
2023-02-06 2022-12-31 13F VISA INC COM CL A Stock 92826C839 2,339 -9 -0.38 486 16.55 0.2208
2022-11-07 2022-09-30 13F VISA INC COM CL A Stock 92826C839 2,348 2,348 417 0.1991
2022-07-15 2022-06-30 13F VISA INC COM CL A Stock 92826C839 0 -1,049 -100.00 0 -100.00
2022-04-29 2022-03-31 13F VISA INC COM CL A Stock 92826C839 1,049 -185 -14.99 233 -12.73 0.0987
2022-01-31 2021-12-31 13F VISA INC COM CL A Stock 92826C839 1,234 114 10.18 267 6.80 0.1111
2021-11-02 2021-09-30 13F VISA INC COM CL A Stock 92826C839 1,120 34 3.13 250 -1.57 0.1146
2021-08-02 2021-06-30 13F VISA INC COM CL A Stock 92826C839 1,086 29 2.74 254 13.39 0.1190
2021-04-21 2021-03-31 13F VISA INC COM CL A Stock 92826C839 1,057 104 10.91 224 7.69 0.1186
2021-01-20 2020-12-31 13F VISA INC COM CL A Stock 92826C839 953 953 208 0.1186
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.