Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionBenchmark Financial Wealth Advisors, LLC
Latest Disclosed Ownership3,922 shares
Latest Disclosed Value $ 1,185,346
Benchmark Financial Wealth Advisors, LLC reports 13.68% increase in ownership of V / Visa Inc.

On April 27, 2026 - Benchmark Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 3,922 shares of Visa Inc. (US:V) valued at $1,185,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,450 shares of Visa Inc.. This represents a change in shares of 13.68% during the quarter. The current value of the position is $1,269,042 USD.

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)
2026-04-27 2026-03-31 13F VISA COM CL A 92826C839 3,922 472 13.68 1,185 -1.99 0.3283
2026-01-27 2025-12-31 13F VISA COM CL A 92826C839 3,450 206 6.35 1,210 9.21 0.3472
2025-10-22 2025-09-30 13F VISA COM CL A 92826C839 3,244 45 1.41 1,107 -2.47 0.3332
2025-08-05 2025-06-30 13F VISA COM CL A 92826C839 3,199 93 2.99 1,136 4.32 0.3755
2025-04-25 2025-03-31 13F VISA COM CL A 92826C839 3,106 95 3.16 1,089 14.41 0.4110
2025-01-27 2024-12-31 13F VISA COM CL A 92826C839 3,011 -11 -0.36 952 14.58 0.3050
2024-10-30 2024-09-30 13F VISA COM CL A 92826C839 3,022 -357 -10.57 831 -6.32 0.2770
2024-07-23 2024-06-30 13F VISA COM CL A 92826C839 3,379 -116 -3.32 887 -9.13 0.3285
2024-04-22 2024-03-31 13F VISA COM CL A 92826C839 3,495 -99 -2.75 976 4.28 0.3727
2024-01-23 2023-12-31 13F VISA COM CL A 92826C839 3,594 6 0.17 936 13.33 0.4033
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 3,588 -99 -2.69 825 -5.71 0.3879
2023-07-25 2023-06-30 13F VISA COM CL A 92826C839 3,687 186 5.31 876 10.90 0.4059
2023-04-28 2023-03-31 13F VISA COM CL A 92826C839 3,501 77 2.25 789 10.97 0.4055
2023-01-23 2022-12-31 13F VISA COM CL A 92826C839 3,424 659 23.83 711 44.81 0.3870
2022-11-01 2022-09-30 13F VISA COM CL A 92826C839 2,765 -108 -3.76 491 -13.25 0.2888
2022-07-22 2022-06-30 13F VISA COM CL A 92826C839 2,873 -13 -0.45 566 -11.56 0.2900
2022-04-22 2022-03-31 13F VISA COM CL A 92826C839 2,886 -240 -7.68 640 -5.47 0.2719
2022-01-26 2021-12-31 13F VISA COM CL A 92826C839 3,126 60 1.96 677 -0.88 0.2830
2021-10-26 2021-09-30 13F VISA COM CL A 92826C839 3,066 -128 -4.01 683 -8.57 0.3247
2021-07-26 2021-06-30 13F VISA COM CL A 92826C839 3,194 109 3.53 747 14.40 0.3566
2021-04-26 2021-03-31 13F VISA COM CL A 92826C839 3,085 -579 -15.80 653 -18.48 0.3563
2021-01-20 2020-12-31 13F VISA COM CL A 92826C839 3,664 155 4.42 801 14.10 0.4407
2020-10-15 2020-09-30 13F VISA COM CL A 92826C839 3,509 73 2.12 702 5.72 0.4524
2020-07-21 2020-06-30 13F VISA COM CL A 92826C839 3,436 1,287 59.89 664 91.91 0.4883
2020-05-08 2020-03-31 13F VISA COM CL A 92826C839 2,149 171 8.65 346 -6.99 0.3483
2020-01-31 2019-12-31 13F VISA COM CL A 92826C839 1,978 1 0.05 372 9.41 0.3079
2019-11-01 2019-09-30 13F VISA COM CL A 92826C839 1,977 153 8.39 340 7.26 0.3333
2019-07-25 2019-06-30 13F VISA COM CL A 92826C839 1,824 -274 -13.06 317 -3.35 0.3093
2019-04-24 2019-03-31 13F VISA COM CL A 92826C839 2,098 211 11.18 328 31.73 0.3426
2019-01-30 2018-12-31 13F VISA COM CL A 92826C839 1,887 1,887 249 0.3087
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.