Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionProsperity Financial Group, Inc.
Latest Disclosed Ownership4,870 shares
Latest Disclosed Value $ 1,471,951
Prosperity Financial Group, Inc. reports 1.97% increase in ownership of V / Visa Inc.

On May 13, 2026 - Prosperity Financial Group, Inc. filed a 13F-HR form disclosing ownership of 4,870 shares of Visa Inc. (CH:V) valued at $1,471,951 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,776 shares of Visa Inc.. This represents a change in shares of 1.97% 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 4,870 94 1.97 1,472 -12.18 0.5436
2026-01-26 2025-12-31 13F VISA COM CL A 92826C839 4,776 -2,035 -29.88 1,675 -27.96 0.6028
2025-11-14 2025-09-30 13F VISA COM CL A 92826C839 6,811 353 5.47 2,325 1.44 0.8504
2025-07-30 2025-06-30 13F VISA COM CL A 92826C839 6,458 997 18.26 2,293 19.81 0.9738
2025-05-15 2025-03-31 13F VISA COM CL A 92826C839 5,461 172 3.25 1,914 14.48 0.9526
2025-02-07 2024-12-31 13F VISA COM CL A 92826C839 5,289 407 8.34 1,672 24.52 0.8322
2024-11-13 2024-09-30 13F VISA COM CL A 92826C839 4,882 242 5.22 1,342 10.27 0.7516
2024-08-14 2024-06-30 13F VISA COM CL A 92826C839 4,640 -104 -2.19 1,218 -8.08 0.7685
2024-05-15 2024-03-31 13F VISA COM CL A 92826C839 4,744 484 11.36 1,324 19.39 0.8178
2024-02-14 2023-12-31 13F VISA COM CL A 92826C839 4,260 556 15.01 1,109 30.32 0.7697
2023-11-07 2023-09-30 13F VISA COM CL A 92826C839 3,704 167 4.72 852 1.43 0.7037
2023-09-12 2023-06-30 13F VISA COM CL A 92826C839 3,537 107 3.12 840 8.54 0.7395
2023-09-12 2023-03-31 13F VISA COM CL A 92826C839 3,430 60 1.78 773 10.43 0.7825
2023-09-12 2022-12-31 13F VISA COM CL A 92826C839 3,370 3,370 700 0.7553
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.