Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionLee Financial Co
Latest Disclosed Ownership2,556 shares
Latest Disclosed Value $ 772,528
Lee Financial Co reports 10.25% decrease in ownership of V / Visa Inc.

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 2,556 shares of Visa Inc. (MX:V) valued at $772,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,848 shares of Visa Inc.. This represents a change in shares of -10.25% 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)
2026-04-13 2026-03-31 13F VISA COM CL A 92826C839 2,556 -292 -10.25 773 -22.65 0.1028
2026-01-22 2025-12-31 13F VISA COM CL A 92826C839 2,848 -442 -13.43 999 -11.13 0.1348
2025-11-04 2025-09-30 13F VISA COM CL A 92826C839 3,290 507 18.22 1,123 13.66 0.1408
2025-07-24 2025-06-30 13F VISA COM CL A 92826C839 2,783 -136 -4.66 988 -3.33 0.1417
2025-05-13 2025-03-31 13F VISA COM CL A 92826C839 2,919 -476 -14.02 1,023 -4.66 0.1563
2025-01-30 2024-12-31 13F VISA COM CL A 92826C839 3,395 28 0.83 1,073 15.89 0.1507
2024-11-14 2024-09-30 13F VISA COM CL A 92826C839 3,367 143 4.44 926 9.34 0.1315
2024-08-14 2024-06-30 13F VISA COM CL A 92826C839 3,224 -235 -6.79 846 -12.33 0.1379
2024-05-15 2024-03-31 13F VISA COM CL A 92826C839 3,459 220 6.79 965 14.47 0.1610
2024-02-08 2023-12-31 13F VISA COM CL A 92826C839 3,239 1,468 82.89 843 107.13 0.1480
2023-11-09 2023-09-30 13F VISA COM CL A 92826C839 1,771 -139 -7.28 407 -10.15 0.0759
2023-08-08 2023-06-30 13F VISA COM CL A 92826C839 1,910 180 10.40 454 16.15 0.0794
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 1,730 -377 -17.89 390 -10.76 0.0669
2023-02-09 2022-12-31 13F VISA COM CL A 92826C839 2,107 -24 -1.13 438 15.61 0.0747
2022-11-02 2022-09-30 13F VISA COM CL A 92826C839 2,131 500 30.66 378 17.76 0.0707
2022-08-10 2022-06-30 13F VISA COM CL A 92826C839 1,631 98 6.39 321 -5.59 0.0589
2022-05-11 2022-03-31 13F VISA COM CL A 92826C839 1,533 -124 -7.48 340 -5.29 0.0608
2022-02-08 2021-12-31 13F VISA COM CL A 92826C839 1,657 149 9.88 359 6.85 0.0674
2021-11-12 2021-09-30 13F VISA COM CL A 92826C839 1,508 1 0.07 336 -4.55 0.0695
2021-08-04 2021-06-30 13F VISA COM CL A 92826C839 1,507 35 2.38 352 12.82 0.0747
2021-05-13 2021-03-31 13F VISA COM CL A 92826C839 1,472 -100 -6.36 312 -9.30 0.0740
2021-02-12 2020-12-31 13F VISA COM CL A 92826C839 1,572 0 0.00 344 9.55 0.0892
2020-11-03 2020-09-30 13F VISA COM CL A 92826C839 1,572 0 0.00 314 3.29 0.0877
2020-08-11 2020-06-30 13F VISA COM CL A 92826C839 1,572 0 0.00 304 20.16 0.0844
2020-05-07 2020-03-31 13F VISA COM CL A 92826C839 1,572 -625 -28.45 253 -38.74 0.0839
2020-02-14 2019-12-31 13F VISA COM CL A 92826C839 2,197 0 0.00 413 9.26 0.0892
2019-11-08 2019-09-30 13F VISA COM CL A 92826C839 2,197 0 0.00 378 -0.79 0.0850
2019-07-30 2019-06-30 13F VISA COM CL A 92826C839 2,197 0 0.00 381 11.08 0.0860
2019-04-30 2019-03-31 13F VISA COM CL A 92826C839 2,197 725 49.25 343 76.80 0.0803
2019-02-11 2018-12-31 13F VISA COM CL A 92826C839 1,472 0 0.00 194 -12.22 0.0520
2018-11-07 2018-09-30 13F VISA COM CL A 92826C839 1,472 -179 -10.84 221 1.38 0.0543
2018-08-14 2018-06-30 13F VISA COM CL A 92826C839 1,651 1 0.06 218 10.66 0.0514
2018-05-09 2018-03-31 13F VISA COM CL A 92826C839 1,650 85 5.43 197 10.67 0.0500
2018-02-09 2017-12-31 13F VISA COM CL A 92826C839 1,565 0 0.00 178 7.88 0.0517
2017-11-07 2017-09-30 13F VISA COM CL A 92826C839 1,565 125 8.68 165 22.22 0.0532
2017-07-27 2017-06-30 13F VISA COM CL A 92826C839 1,440 0 0.00 135 5.47 0.0497
2017-05-09 2017-03-31 13F VISA COM CL A 92826C839 1,440 -40 -2.70 128 11.30 0.0510
2017-02-14 2016-12-31 13F VISA COM CL A 92826C839 1,480 1,480 115 0.0644
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.