Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionNikulski Financial, Inc.
Latest Disclosed Ownership14,991 shares
Latest Disclosed Value $ 4,530,986
Nikulski Financial, Inc. reports 6.54% decrease in ownership of V / Visa Inc.

On May 15, 2026 - Nikulski Financial, Inc. filed a 13F-HR form disclosing ownership of 14,991 shares of Visa Inc. (CH:V) valued at $4,530,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 16,040 shares of Visa Inc.. This represents a change in shares of -6.54% 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)
2026-05-15 2026-03-31 13F VISA COM CL A 92826C839 14,991 -1,049 -6.54 4,531 -19.47 1.1185
2026-01-15 2025-12-31 13F VISA COM CL A 92826C839 16,040 1,358 9.25 5,625 12.23 1.3449
2025-11-05 2025-09-30 13F VISA COM CL A 92826C839 14,682 175 1.21 5,012 -2.68 1.2594
2025-08-15 2025-06-30 13F VISA COM CL A 92826C839 14,507 520 3.72 5,151 5.08 1.4102
2025-05-01 2025-03-31 13F VISA COM CL A 92826C839 13,987 43 0.31 4,902 11.23 1.4817
2025-01-21 2024-12-31 13F VISA COM CL A 92826C839 13,944 -47 -0.34 4,407 14.56 1.2956
2024-10-28 2024-09-30 13F VISA COM CL A 92826C839 13,991 260 1.89 3,847 6.74 1.1514
2024-07-30 2024-06-30 13F VISA COM CL A 92826C839 13,731 427 3.21 3,604 -2.96 1.1467
2024-04-18 2024-03-31 13F VISA COM CL A 92826C839 13,304 256 1.96 3,713 9.30 1.2314
2024-02-01 2023-12-31 13F VISA COM CL A 92826C839 13,048 120 0.93 3,397 14.26 1.2438
2023-10-17 2023-09-30 13F VISA COM CL A 92826C839 12,928 499 4.01 2,974 0.75 1.2305
2023-07-28 2023-06-30 13F VISA COM CL A 92826C839 12,429 -175 -1.39 2,952 3.87 1.2205
2023-05-11 2023-03-31 13F VISA COM CL A 92826C839 12,604 154 1.24 2,842 9.86 1.2556
2023-01-25 2022-12-31 13F VISA COM CL A 92826C839 12,450 -135 -1.07 2,587 15.65 1.2333
2022-10-20 2022-09-30 13F VISA COM CL A 92826C839 12,585 18 0.14 2,236 -9.62 1.1571
2022-07-19 2022-06-30 13F VISA COM CL A 92826C839 12,567 -7 -0.06 2,474 -11.29 1.2275
2022-04-08 2022-03-31 13F VISA COM CL A 92826C839 12,574 727 6.14 2,789 8.65 1.1795
2022-02-01 2021-12-31 13F VISA COM CL A 92826C839 11,847 683 6.12 2,567 3.22 1.0759
2021-11-05 2021-09-30 13F VISA COM CL A 92826C839 11,164 696 6.65 2,487 -2.51 1.1500
2021-08-11 2021-06-30 13F VISA COM CL A 92826C839 10,468 720 7.39 2,551 23.59 1.1881
2021-05-14 2021-03-31 13F VISA COM CL A 92826C839 9,748 969 11.04 2,064 7.50 1.0583
2021-02-09 2020-12-31 13F/A-1 VISA COM CL A 92826C839 8,779 -20 -0.23 1,920 9.09 1.0531
2021-02-04 2020-12-31 13F VISA COM CL A 92826C839 8,799 0 1,760 1,116,050.1969
2020-11-10 2020-09-30 13F VISA COM CL A 92826C839 8,799 100 1.15 1,760 4.76 1.1161
2020-07-17 2020-06-30 13F VISA COM CL A 92826C839 8,699 95 1.10 1,680 21.21 1.1789
2020-04-29 2020-03-31 13F VISA COM CL A 92826C839 8,604 846 10.90 1,386 -12.78 1.2091
2020-02-04 2019-12-31 13F VISA COM CL A 92826C839 7,758 -4 -0.05 1,589 15.65 1.1495
2019-10-22 2019-09-30 13F VISA COM CL A 92826C839 7,762 220 2.92 1,374 1.70 1.1448
2019-07-22 2019-06-30 13F VISA COM CL A 92826C839 7,542 616 8.89 1,351 24.86 1.1418
2019-04-12 2019-03-31 13F VISA COM CL A 92826C839 6,926 415 6.37 1,082 25.96 1.0537
2019-01-25 2018-12-31 13F VISA COM CL A 92826C839 6,511 180 2.84 859 -1.60 0.9016
2018-11-02 2018-09-30 13F VISA COM CL A 92826C839 6,331 3,706 141.18 873 150.86 0.8137
2018-08-10 2018-06-30 13F VISA COM CL A 92826C839 2,625 2,625 348 0.3207
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.