Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionBrandywine Oak Private Wealth Llc
Latest Disclosed Ownership2,717 shares
Latest Disclosed Value $ 821,046
Brandywine Oak Private Wealth Llc reports 2.26% increase in ownership of V / Visa Inc.

On April 20, 2026 - Brandywine Oak Private Wealth Llc filed a 13F-HR form disclosing ownership of 2,717 shares of Visa Inc. (MX:V) valued at $821,046 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,657 shares of Visa Inc.. This represents a change in shares of 2.26% 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)
2026-04-20 2026-03-31 13F VISA COM CL A 92826C839 2,717 60 2.26 821 -11.82 0.0690
2026-02-03 2025-12-31 13F VISA COM CL A 92826C839 2,657 -33 -1.23 932 1.42 0.0782
2025-10-30 2025-09-30 13F VISA COM CL A 92826C839 2,690 -10 -0.37 918 -4.18 0.0797
2025-07-24 2025-06-30 13F VISA COM CL A 92826C839 2,700 -55 -2.00 958 -0.73 0.0887
2025-05-07 2025-03-31 13F VISA COM CL A 92826C839 2,755 0 0.00 965 10.92 0.0947
2025-01-27 2024-12-31 13F VISA COM CL A 92826C839 2,755 13 0.47 871 15.54 0.0851
2024-11-07 2024-09-30 13F VISA COM CL A 92826C839 2,742 85 3.20 754 8.03 0.0729
2024-07-30 2024-06-30 13F VISA COM CL A 92826C839 2,657 -124 -4.46 697 -10.18 0.0716
2024-05-07 2024-03-31 13F VISA COM CL A 92826C839 2,781 -15 -0.54 776 6.74 0.0809
2024-02-05 2023-12-31 13F VISA COM CL A 92826C839 2,796 33 1.19 728 14.49 0.0809
2023-11-14 2023-09-30 13F VISA COM CL A 92826C839 2,763 -1,169 -29.73 636 -31.94 0.0746
2023-08-11 2023-06-30 13F VISA COM CL A 92826C839 3,932 4 0.10 934 5.42 0.1045
2023-05-10 2023-03-31 13F VISA COM CL A 92826C839 3,928 6 0.15 886 8.72 0.1034
2023-02-06 2022-12-31 13F VISA COM CL A 92826C839 3,922 -2,123 -35.12 815 -24.14 0.1013
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 6,045 -929 -13.32 1,073 -21.85 0.1456
2022-07-22 2022-06-30 13F VISA COM CL A 92826C839 6,974 -441 -5.95 1,373 -16.48 0.1757
2022-05-02 2022-03-31 13F VISA COM CL A 92826C839 7,415 7 0.09 1,644 2.43 0.1880
2022-02-07 2021-12-31 13F VISA COM CL A 92826C839 7,408 -406 -5.20 1,605 -7.76 0.1753
2021-10-18 2021-09-30 13F VISA COM CL A 92826C839 7,814 -202 -2.52 1,740 -7.15 0.2021
2021-08-09 2021-06-30 13F VISA COM CL A 92826C839 8,016 2,653 49.47 1,874 65.11 0.2187
2021-05-06 2021-03-31 13F VISA COM CL A 92826C839 5,363 -154 -2.79 1,135 -5.89 0.1672
2021-02-08 2020-12-31 13F VISA COM CL A 92826C839 5,517 -72 -1.29 1,206 7.97 0.1839
2020-10-16 2020-09-30 13F VISA COM CL A 92826C839 5,589 311 5.89 1,117 9.62 0.1867
2020-08-06 2020-06-30 13F VISA INC COM CL A COM CL A 92826C839 5,278 537 11.33 1,019 33.38 0.1811
2020-05-06 2020-03-31 13F VISA INC COM CL A COM CL A 92826C839 4,741 119 2.57 764 -11.98 0.1577
2020-01-28 2019-12-31 13F VISA INC COM CL A COM CL A 92826C839 4,622 -82 -1.74 868 7.29 0.1579
2019-10-30 2019-09-30 13F VISA INC COM CL A COM CL A 92826C839 4,704 9 0.19 809 -0.61 0.1533
2019-07-22 2019-06-30 13F VISA INC COM CL A COM CL A 92826C839 4,695 74 1.60 814 12.90 0.1627
2019-05-09 2019-03-31 13F VISA INC COM CL A COM CL A 92826C839 4,621 273 6.28 721 25.83 0.1503
2019-02-14 2018-12-31 13F VISA COM CL A 92826C839 4,348 4,348 573 0.1288
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.