Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionPure Financial Advisors, Inc.
Latest Disclosed Ownership26,256 shares
Latest Disclosed Value $ 7,935,549
Pure Financial Advisors, Inc. reports 0.35% decrease in ownership of V / Visa Inc.

On April 10, 2026 - Pure Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 26,256 shares of Visa Inc. (CH:V) valued at $7,935,549 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 26,349 shares of Visa Inc.. This represents a change in shares of -0.35% 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)
2026-04-10 2026-03-31 13F VISA COM CL A 92826C839 26,256 -93 -0.35 7,936 -14.13 0.1139
2026-02-04 2025-12-31 13F VISA COM CL A 92826C839 26,349 170 0.65 9,241 3.41 0.1486
2025-10-20 2025-09-30 13F VISA COM CL A 92826C839 26,179 496 1.93 8,937 -2.00 0.1424
2025-07-18 2025-06-30 13F VISA COM CL A 92826C839 25,683 20,213 369.52 9,119 375.89 0.1605
2025-04-23 2025-03-31 13F VISA COM CL A 92826C839 5,470 836 18.04 1,917 30.87 0.0401
2025-01-16 2024-12-31 13F VISA COM CL A 92826C839 4,634 470 11.29 1,465 27.97 0.0333
2024-10-29 2024-09-30 13F VISA COM CL A 92826C839 4,164 -202 -4.63 1,145 -0.09 0.0275
2024-07-18 2024-06-30 13F VISA COM CL A 92826C839 4,366 -264 -5.70 1,146 -11.38 0.0318
2024-04-16 2024-03-31 13F VISA COM CL A 92826C839 4,630 -205 -4.24 1,292 2.70 0.0404
2024-01-08 2023-12-31 13F VISA COM CL A 92826C839 4,835 388 8.72 1,259 23.09 0.0434
2023-10-10 2023-09-30 13F VISA COM CL A 92826C839 4,447 861 24.01 1,023 20.09 0.0418
2023-07-10 2023-06-30 13F VISA COM CL A 92826C839 3,586 5 0.14 852 5.45 0.0361
2023-04-11 2023-03-31 13F VISA COM CL A 92826C839 3,581 49 1.39 807 10.10 0.0374
2023-01-09 2022-12-31 13F VISA COM CL A 92826C839 3,532 -148 -4.02 734 12.08 0.0379
2022-10-06 2022-09-30 13F VISA COM CL A 92826C839 3,680 -503 -12.02 654 -20.63 0.0380
2022-07-08 2022-06-30 13F VISA COM CL A 92826C839 4,183 998 31.33 824 16.71 0.0510
2022-04-12 2022-03-31 13F VISA COM CL A 92826C839 3,185 121 3.95 706 6.33 0.0323
2022-01-12 2021-12-31 13F VISA COM CL A 92826C839 3,064 -731 -19.26 664 -21.42 0.0329
2021-10-07 2021-09-30 13F VISA COM CL A 92826C839 3,795 225 6.30 845 1.20 0.0652
2021-07-09 2021-06-30 13F VISA COM CL A 92826C839 3,570 2,200 160.58 835 187.93 0.0679
2021-04-09 2021-03-31 13F VISA COM CL A 92826C839 1,370 9 0.66 290 -2.68 0.0288
2021-01-12 2020-12-31 13F VISA COM CL A 92826C839 1,361 -225 -14.19 298 -5.99 0.0357
2020-10-07 2020-09-30 13F VISA COM CL A 92826C839 1,586 -30 -1.86 317 1.60 0.0463
2020-07-08 2020-06-30 13F VISA COM CL A 92826C839 1,616 -15 -0.92 312 18.63 0.0488
2020-04-07 2020-03-31 13F VISA COM CL A 92826C839 1,631 566 53.15 263 31.50 0.0442
2020-01-09 2019-12-31 13F VISA COM CL A 92826C839 1,065 1,065 200 0.0342
2019-07-11 2019-06-30 13F VISA COM CL A 92826C839 0 -1,472 -100.00 0 -100.00
2019-04-05 2019-03-31 13F VISA COM CL A 92826C839 1,472 1,472 230 0.0434
2018-10-04 2018-09-30 13F VISA COM CL A 92826C839 0 -1,609 -100.00 0 -100.00
2018-07-10 2018-06-30 13F VISA COM CL A 92826C839 1,609 1,609 213 0.0481
2016-07-13 2016-06-30 13F VISA COM CL A 92826C839 0 -5,266 -100.00 0 -100.00
2016-04-07 2016-03-31 13F VISA COM CL A 92826C839 5,266 5,266 409 0.1464
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.