Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionWealth Alliance Advisory Group, LLC
Latest Disclosed Ownership6,448 shares
Latest Disclosed Value $ 1,948,921
Wealth Alliance Advisory Group, LLC reports 5.90% increase in ownership of V / Visa Inc.

On April 9, 2026 - Wealth Alliance Advisory Group, LLC filed a 13F-HR form disclosing ownership of 6,448 shares of Visa Inc. (CH:V) valued at $1,948,921 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 6,089 shares of Visa Inc.. This represents a change in shares of 5.90% 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)
2026-04-09 2026-03-31 13F VISA COM CL A 92826C839 6,448 359 5.90 1,949 -8.76 0.3086
2026-01-29 2025-12-31 13F VISA COM CL A 92826C839 6,089 420 7.41 2,135 10.34 0.3656
2025-10-14 2025-09-30 13F VISA COM CL A 92826C839 5,669 -1,126 -16.57 1,935 -19.78 0.3491
2025-07-07 2025-06-30 13F VISA COM CL A 92826C839 6,795 -586 -7.94 2,412 -6.73 0.4593
2025-04-10 2025-03-31 13F VISA COM CL A 92826C839 7,381 -598 -7.49 2,587 2.58 0.5363
2025-01-15 2024-12-31 13F VISA COM CL A 92826C839 7,979 41 0.52 2,522 15.54 0.5331
2024-10-18 2024-09-30 13F VISA COM CL A 92826C839 7,938 328 4.31 2,183 9.26 0.4584
2024-07-30 2024-06-30 13F VISA COM CL A 92826C839 7,610 310 4.25 1,998 -1.96 0.4499
2024-04-15 2024-03-31 13F VISA COM CL A 92826C839 7,300 348 5.01 2,037 12.60 0.4728
2024-01-10 2023-12-31 13F VISA COM CL A 92826C839 6,952 444 6.82 1,810 20.92 0.4727
2023-10-10 2023-09-30 13F VISA COM CL A 92826C839 6,508 154 2.42 1,497 -0.80 0.4439
2023-07-13 2023-06-30 13F VISA COM CL A 92826C839 6,354 -1,127 -15.06 1,509 -10.56 0.5327
2023-05-02 2023-03-31 13F VISA COM CL A 92826C839 7,481 -78 -1.03 1,687 7.39 0.6310
2023-01-17 2022-12-31 13F VISA COM CL A 92826C839 7,559 188 2.55 1,570 19.85 0.6006
2022-10-12 2022-09-30 13F VISA COM CL A 92826C839 7,371 515 7.51 1,310 -2.96 0.5774
2022-07-08 2022-06-30 13F VISA COM CL A 92826C839 6,856 570 9.07 1,350 -3.16 0.6378
2022-04-18 2022-03-31 13F VISA COM CL A 92826C839 6,286 -73 -1.15 1,394 1.16 0.6046
2022-01-13 2021-12-31 13F VISA COM CL A 92826C839 6,359 990 18.44 1,378 15.22 0.5990
2021-10-08 2021-09-30 13F VISA COM CL A 92826C839 5,369 46 0.86 1,196 -3.94 0.5814
2021-07-13 2021-06-30 13F VISA COM CL A 92826C839 5,323 158 3.06 1,245 13.80 0.6057
2021-04-28 2021-03-31 13F VISA COM CL A 92826C839 5,165 306 6.30 1,094 2.92 0.5610
2021-01-25 2020-12-31 13F VISA COM CL A 92826C839 4,859 964 24.75 1,063 36.46 0.5748
2020-10-08 2020-09-30 13F VISA COM CL A 92826C839 3,895 469 13.69 779 17.67 0.4609
2020-07-08 2020-06-30 13F VISA COM CL A 92826C839 3,426 172 5.29 662 26.34 0.4057
2020-04-15 2020-03-31 13F VISA COM CL A 92826C839 3,254 357 12.32 524 -3.68 0.4069
2020-01-24 2019-12-31 13F VISA COM CL A 92826C839 2,897 -26 -0.89 544 5.02 0.3106
2019-11-01 2019-09-30 13F VISA COM CL A 92826C839 2,923 17 0.58 518 -1.33 0.3220
2019-07-17 2019-06-30 13F VISA COM CL A 92826C839 2,906 7 0.24 525 13.15 0.3236
2019-05-14 2019-03-31 13F VISA COM CL A 92826C839 2,899 541 22.94 464 49.20 0.2992
2019-01-26 2018-12-31 13F VISA COM CL A 92826C839 2,358 876 59.11 311 40.09 0.2327
2018-10-19 2018-09-30 13F VISA COM CL A 92826C839 1,482 1,482 222 0.1136
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.