Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionPrestige Wealth Management Group LLC
Latest Disclosed Ownership10,249 shares
Latest Disclosed Value $ 3,097,804
Prestige Wealth Management Group LLC reports 2.52% decrease in ownership of V / Visa Inc.

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 10,249 shares of Visa Inc. (CH:V) valued at $3,097,804 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 10,514 shares of Visa Inc.. This represents a change in shares of -2.52% 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)
2026-05-13 2026-03-31 13F VISA COM CL A 92826C839 10,249 -265 -2.52 3,098 -16.00 0.5957
2026-02-11 2025-12-31 13F VISA COM CL A 92826C839 10,514 -12 -0.11 3,688 2.62 0.7036
2026-02-20 2025-09-30 13F/A-1 VISA COM CL A 92826C839 10,526 67 0.64 3,594 -3.23 0.6934
2025-11-10 2025-09-30 13F VISA COM CL A 92826C839 10,526 67 3,594 0.6934
2026-02-20 2025-06-30 13F/A-1 VISA COM CL A 92826C839 10,459 225 2.20 3,714 3.54 0.7568
2025-08-14 2025-06-30 13F VISA COM CL A 92826C839 10,459 225 3,714 0.7568
2026-02-20 2025-03-31 13F/A-1 VISA COM CL A 92826C839 10,234 75 0.74 3,587 11.71 0.7666
2025-05-12 2025-03-31 13F VISA COM CL A 92826C839 10,234 75 3,587 0.7666
2026-02-20 2024-12-31 13F/A-1 VISA COM CL A 92826C839 10,159 206 2.07 3,211 17.32 0.6675
2025-02-12 2024-12-31 13F VISA COM CL A 92826C839 10,159 206 3,211 0.6675
2026-02-20 2024-09-30 13F/A-1 VISA COM CL A 92826C839 9,953 -3,967 -28.50 2,737 -25.10 0.5658
2024-11-15 2024-09-30 13F VISA COM CL A 92826C839 9,953 -3,967 2,737 0.5658
2026-02-20 2024-06-30 13F/A-1 VISA COM CL A 92826C839 13,920 3,508 33.69 3,654 25.75 0.7890
2024-08-06 2024-06-30 13F VISA COM CL A 92826C839 13,920 3,508 3,654 0.7890
2024-04-26 2024-03-31 13F VISA COM CL A 92826C839 10,412 -5,111 -32.93 2,906 -28.11 0.6260
2024-04-26 2023-12-31 13F/A-1 VISA COM CL A 92826C839 15,523 996 6.86 4,041 20.95 0.9170
2024-02-08 2023-12-31 13F VISA COM CL A 92826C839 15,523 996 4,041 0.7568
2024-04-26 2023-09-30 13F/A-1 VISA COM CL A 92826C839 14,527 4,172 40.29 3,341 35.87 0.8238
2023-11-14 2023-09-30 13F VISA COM CL A 92826C839 14,527 4,172 3,341 0.8238
2024-04-26 2023-06-30 13F/A-1 VISA COM CL A 92826C839 10,355 106 1.03 2,459 6.45 0.5826
2023-08-11 2023-06-30 13F VISA COM CL A 92826C839 10,355 106 2,459 0.5826
2024-04-26 2023-03-31 13F/A-1 VISA COM CL A 92826C839 10,249 -1,932 -15.86 2,311 -8.70 0.5809
2023-05-16 2023-03-31 13F VISA COM CL A 92826C839 10,249 -1,932 2,311 0.5688
2023-02-08 2022-12-31 13F VISA COM CL A 92826C839 12,181 2,359 24.02 2,531 45.07 0.6596
2022-11-01 2022-09-30 13F VISA COM CL A 92826C839 9,822 209 2.17 1,744 -7.82 0.4901
2022-08-10 2022-06-30 13F VISA COM CL A 92826C839 9,613 27 0.28 1,892 -10.96 0.5131
2022-05-05 2022-03-31 13F VISA COM CL A 92826C839 9,586 306 3.30 2,125 5.67 0.5229
2022-02-15 2021-12-31 13F VISA COM CL A 92826C839 9,280 195 2.15 2,011 -0.59 0.4805
2021-11-12 2021-09-30 13F VISA COM CL A 92826C839 9,085 851 10.34 2,023 5.09 0.5178
2021-08-12 2021-06-30 13F VISA COM CL A 92826C839 8,234 -344 -4.01 1,925 6.00 0.5111
2021-05-13 2021-03-31 13F VISA COM CL A 92826C839 8,578 445 5.47 1,816 2.08 0.4965
2021-02-17 2020-12-31 13F VISA COM CL A 92826C839 8,133 709 9.55 1,779 19.88 0.4875
2020-10-26 2020-09-30 13F VISA COM CL A 92826C839 7,424 756 11.34 1,484 15.31 0.4482
2020-08-13 2020-06-30 13F VISA COM CL A 92826C839 6,668 722 12.14 1,287 34.20 0.4538
2020-05-15 2020-03-31 13F VISA COM CL A 92826C839 5,946 1,487 33.35 959 14.44 0.4044
2020-01-28 2019-12-31 13F VISA COM CL A 92826C839 4,459 192 4.50 838 14.17 0.4586
2019-11-14 2019-09-30 13F VISA COM CL A 92826C839 4,267 -154 -3.48 734 -4.30 0.4296
2019-08-16 2019-06-30 13F VISA COM CL A 92826C839 4,421 248 5.94 767 17.64 0.4639
2019-08-16 2019-03-31 13F VISA COM CL A 92826C839 4,173 -810 -16.26 652 -0.76 0.4005
2019-04-16 2018-12-31 13F Visa Inc Cl A COM CL A 92826C839 4,983 4,983 657 0.4838
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.