Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership13,151 shares
Latest Disclosed Value $ 3,974,758
Aries Wealth Management reports 0.27% increase in ownership of V / Visa Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 13,151 shares of Visa Inc. (MX:V) valued at $3,974,758 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 13,116 shares of Visa Inc.. This represents a change in shares of 0.27% 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.

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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)
2026-05-14 2026-03-31 13F VISA COM CL A 92826C839 13,151 35 0.27 3,975 -13.59 0.8739
2026-01-30 2025-12-31 13F VISA COM CL A 92826C839 13,116 -167 -1.26 4,600 1.43 1.0185
2025-11-10 2025-09-30 13F VISA COM CL A 92826C839 13,283 181 1.38 4,535 -2.52 1.0729
2025-07-28 2025-06-30 13F VISA COM CL A 92826C839 13,102 170 1.31 4,652 2.63 1.2156
2025-04-17 2025-03-31 13F VISA COM CL A 92826C839 12,932 394 3.14 4,532 14.39 1.2306
2025-01-30 2024-12-31 13F VISA COM CL A 92826C839 12,538 -375 -2.90 3,963 11.61 1.0910
2024-10-31 2024-09-30 13F VISA COM CL A 92826C839 12,913 -650 -4.79 3,550 -0.25 0.9759
2024-07-25 2024-06-30 13F VISA COM CL A 92826C839 13,563 15 0.11 3,560 -5.85 1.1217
2024-05-03 2024-03-31 13F VISA COM CL A 92826C839 13,548 -89 -0.65 3,781 6.48 1.2185
2024-01-10 2023-12-31 13F VISA COM CL A 92826C839 13,637 -150 -1.09 3,550 7.28 1.2661
2023-10-19 2023-09-30 13F VISA COM CL A 92826C839 13,787 244 1.80 3,310 2.89 1.2955
2023-07-14 2023-06-30 13F VISA COM CL A 92826C839 13,543 -16 -0.12 3,216 5.20 1.2470
2023-04-11 2023-03-31 13F VISA COM CL A 92826C839 13,559 -100 -0.73 3,057 7.75 1.2536
2023-01-19 2022-12-31 13F VISA COM CL A 92826C839 13,659 -165 -1.19 2,838 -0.94 1.2232
2022-11-02 2022-09-30 13F VISA COM CL A 92826C839 13,824 472 3.54 2,864 8.94 1.2675
2022-07-27 2022-06-30 13F VISA COM CL A 92826C839 13,352 10,238 328.77 2,629 280.46 1.1937
2022-04-25 2022-03-31 13F VISA COM CL A 92826C839 3,114 -9,988 -76.23 691 -75.66 0.2991
2022-06-06 2021-12-31 13F/A-1 VISA COM CL A 92826C839 13,102 370 2.91 2,839 0.11 1.0818
2022-01-18 2021-12-31 13F VISA COM CL A 92826C839 91,714 78,982 19,875 1.0877
2021-10-13 2021-09-30 13F VISA COM CL A 92826C839 12,732 267 2.14 2,836 -2.71 1.1996
2021-07-14 2021-06-30 13F VISA COM CL A 92826C839 12,465 -80 -0.64 2,915 4.67 1.2468
2021-04-20 2021-03-31 13F VISA COM CL A 92826C839 12,545 2,050 19.53 2,785 23.18 1.2510
2021-01-22 2020-12-31 13F VISA COM CL A 92826C839 10,495 41 0.39 2,261 8.18 1.1296
2020-10-14 2020-09-30 13F VISA COM CL A 92826C839 10,454 345 3.41 2,090 7.01 1.1862
2020-07-09 2020-06-30 13F VISA COM CL A 92826C839 10,109 483 5.02 1,953 28.91 1.1921
2020-04-09 2020-03-31 13F VISA COM CL A 92826C839 9,626 65 0.68 1,515 -16.25 1.1550
2020-01-13 2019-12-31 13F VISA COM CL A 92826C839 9,561 0 0.00 1,809 6.85 1.1043
2019-10-22 2019-09-30 13F VISA COM CL A 92826C839 9,561 -256 -2.61 1,693 -2.36 1.1260
2019-07-15 2019-06-30 13F VISA COM CL A 92826C839 9,817 -129 -1.30 1,734 11.65 1.2122
2019-04-09 2019-03-31 13F VISA COM CL A 92826C839 9,946 -25 -0.25 1,553 18.01 1.1611
2019-01-15 2018-12-31 13F VISA COM CL A 92826C839 9,971 300 3.10 1,316 -9.37 1.3955
2018-11-14 2018-09-30 13F VISA COM CL A 92826C839 9,671 0 0.00 1,452 9.83 1.3038
2018-08-07 2018-06-30 13F VISA COM CL A 92826C839 9,671 475 5.17 1,322 19.10 1.2221
2018-04-17 2018-03-31 13F VISA COM CL A 92826C839 9,196 1,975 27.35 1,110 25.28 1.0754
2018-02-05 2017-12-31 13F VISA COM CL A 92826C839 7,221 7,221 886 0.8159
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.