Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionPeak Asset Management, LLC
Latest Disclosed Ownership54,700 shares
Latest Disclosed Value $ 16,532,486
Peak Asset Management, LLC reports 1.27% increase in ownership of V / Visa Inc.

On May 14, 2026 - Peak Asset Management, LLC filed a 13F-HR form disclosing ownership of 54,700 shares of Visa Inc. (CH:V) valued at $16,532,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 54,014 shares of Visa Inc.. This represents a change in shares of 1.27% 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.

Upgrade to unlock premium data and export to Excel .

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 54,700 686 1.27 16,532 -12.73 2.9164
2026-02-05 2025-12-31 13F VISA COM CL A 92826C839 54,014 20 0.04 18,943 2.77 3.2244
2025-11-13 2025-09-30 13F VISA COM CL A 92826C839 53,994 305 0.57 18,432 -3.31 3.2174
2025-08-14 2025-06-30 13F VISA COM CL A 92826C839 53,689 -588 -1.08 19,062 0.22 3.4923
2025-05-07 2025-03-31 13F VISA COM CL A 92826C839 54,277 -2,786 -4.88 19,022 5.47 3.6203
2025-02-14 2024-12-31 13F VISA COM CL A 92826C839 57,063 -307 -0.54 18,034 14.33 3.3360
2024-11-06 2024-09-30 13F VISA COM CL A 92826C839 57,370 -2,233 -3.75 15,774 0.83 2.9727
2024-08-12 2024-06-30 13F VISA COM CL A 92826C839 59,603 -166 -0.28 15,644 -6.22 3.0639
2024-05-10 2024-03-31 13F VISA COM CL A 92826C839 59,769 19 0.03 16,680 7.23 3.3035
2024-02-12 2023-12-31 13F VISA COM CL A 92826C839 59,750 -548 -0.91 15,556 12.16 3.4228
2023-11-14 2023-09-30 13F VISA COM CL A 92826C839 60,298 -484 -0.80 13,869 -3.91 3.3486
2023-08-14 2023-06-30 13F VISA COM CL A 92826C839 60,782 -75 -0.12 14,435 5.20 3.3377
2023-05-11 2023-03-31 13F VISA COM CL A 92826C839 60,857 -138 -0.23 13,721 8.27 3.3533
2023-01-30 2022-12-31 13F VISA COM CL A 92826C839 60,995 -470 -0.76 12,672 16.05 3.3040
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 61,465 2,211 3.73 10,919 -6.41 3.1095
2022-08-11 2022-06-30 13F VISA COM CL A 92826C839 59,254 -67 -0.11 11,667 -11.32 3.1911
2022-05-12 2022-03-31 13F VISA COM CL A 92826C839 59,321 694 1.18 13,156 3.55 3.0595
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 58,627 717 1.24 12,705 -1.50 2.9308
2021-11-12 2021-09-30 13F VISA COM CL A 92826C839 57,910 1,788 3.19 12,899 -1.70 3.1798
2021-08-06 2021-06-30 13F VISA COM CL A 92826C839 56,122 -2,822 -4.79 13,122 5.14 3.2612
2021-05-13 2021-03-31 13F VISA COM CL A 92826C839 58,944 237 0.40 12,480 -2.81 3.0148
2021-02-12 2020-12-31 13F VISA COM CL A 92826C839 58,707 -658 -1.11 12,841 8.17 3.3563
2020-11-13 2020-09-30 13F VISA COM CL A 92826C839 59,365 -2,654 -4.28 11,871 -0.91 3.5414
2020-08-14 2020-06-30 13F VISA COM CL A 92826C839 62,019 -336 -0.54 11,980 19.24 3.8175
2020-05-13 2020-03-31 13F VISA COM CL A 92826C839 62,355 -3,260 -4.97 10,047 -18.51 3.8736
2020-02-14 2019-12-31 13F VISA COM CL A 92826C839 65,615 -1,098 -1.65 12,329 7.44 3.7331
2019-11-08 2019-09-30 13F VISA COM CL A 92826C839 66,713 -1,528 -2.24 11,475 -3.11 3.7501
2019-08-15 2019-06-30 13F VISA COM CL A 92826C839 68,241 -1,251 -1.80 11,843 9.11 3.8721
2019-05-08 2019-03-31 13F VISA COM CL A 92826C839 69,492 -3,129 -4.31 10,854 13.27 3.6940
2019-02-15 2018-12-31 13F VISA COM CL A 92826C839 72,621 -426 -0.58 9,582 -12.60 3.5948
2018-11-09 2018-09-30 13F VISA COM CL A 92826C839 73,047 -957 -1.29 10,964 11.85 3.6970
2018-08-14 2018-06-30 13F VISA COM CL A 92826C839 74,004 -305 -0.41 9,802 10.27 3.5611
2018-05-14 2018-03-31 13F VISA COM CL A 92826C839 74,309 -2,310 -3.01 8,889 1.75 3.2652
2018-02-13 2017-12-31 13F VISA COM CL A 92826C839 76,619 -6,774 -8.12 8,736 -0.46 3.1947
2017-11-13 2017-09-30 13F VISA COM CL A 92826C839 83,393 -524 -0.62 8,776 11.51 3.1434
2017-07-31 2017-06-30 13F VISA COM CL A 92826C839 83,917 -485 -0.57 7,870 4.92 2.9203
2017-05-11 2017-03-31 13F VISA COM CL A 92826C839 84,402 -72 -0.09 7,501 13.81 2.8416
2017-02-01 2016-12-31 13F VISA COM CL A 92826C839 84,474 3,709 4.59 6,591 -1.32 2.6366
2016-11-02 2016-09-30 13F VISA COM CL A 92826C839 80,765 -379 -0.47 6,679 10.98 2.8060
2016-08-01 2016-06-30 13F VISA COM CL A 92826C839 81,144 -348 -0.43 6,018 -3.43 2.6618
2016-05-10 2016-03-31 13F VISA COM CL A 92826C839 81,492 1,685 2.11 6,232 0.69 2.9552
2016-02-12 2015-12-31 13F VISA COM CL A 92826C839 79,807 721 0.91 6,189 12.34 3.0401
2015-11-13 2015-09-30 13F VISA COM CL A 92826C839 79,086 -341 -0.43 5,509 3.28 2.9386
2015-08-14 2015-06-30 13F VISA COM CL A 92826C839 79,427 3,302 4.34 5,334 7.11 2.7976
2015-05-15 2015-03-31 13F VISA COM CL A 92826C839 76,125 57,425 307.09 4,980 1.57 2.4699
2015-02-17 2014-12-31 13F VISA COM CL A 92826C839 18,700 18,700 4,903 2.5817
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.