Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionBirch Capital Management, LLC
Latest Disclosed Ownership4,322 shares
Latest Disclosed Value $ 1,306,281
Birch Capital Management, LLC ownership in V / Visa Inc.

On April 15, 2026 - Birch Capital Management, LLC filed a 13F-HR form disclosing ownership of 4,322 shares of Visa Inc. (US:V) valued at $1,306,281 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 4,322 shares of Visa Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $1,398,470 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)
2026-04-15 2026-03-31 13F VISA INC COM CL A Stock 92826C839 4,322 0 0.00 1,306 -13.80 0.6845
2026-02-03 2025-12-31 13F VISA INC COM CL A Stock 92826C839 4,322 -268 -5.84 1,516 -3.26 0.7560
2025-10-27 2025-09-30 13F VISA INC COM CL A Stock 92826C839 4,590 0 0.00 1,567 -3.87 0.7996
2025-07-24 2025-06-30 13F VISA INC COM CL A Stock 92826C839 4,590 0 0.00 1,630 1.31 0.8346
2025-04-16 2025-03-31 13F VISA INC COM CL A Stock 92826C839 4,590 24 0.53 1,609 11.43 0.8365
2025-01-07 2024-12-31 13F VISA INC COM CL A Stock 92826C839 4,566 -143 -3.04 1,443 11.51 0.7263
2024-10-15 2024-09-30 13F VISA INC COM CL A Stock 92826C839 4,709 799 20.43 1,295 26.12 0.6326
2024-07-08 2024-06-30 13F VISA INC COM CL A Stock 92826C839 3,910 677 20.94 1,026 13.75 0.5335
2024-04-11 2024-03-31 13F VISA INC COM CL A Stock 92826C839 3,233 63 1.99 902 9.33 0.4688
2024-01-24 2023-12-31 13F VISA INC COM CL A Stock 92826C839 3,170 -332 -9.48 825 2.48 0.4737
2023-10-12 2023-09-30 13F VISA INC COM CL A Stock 92826C839 3,502 1,255 55.85 805 51.03 0.5097
2023-07-12 2023-06-30 13F VISA INC COM CL A Stock 92826C839 2,247 0 0.00 534 5.34 0.3243
2023-04-10 2023-03-31 13F VISA INC COM CL A Stock 92826C839 2,247 0 0.00 507 8.58 0.3262
2023-02-06 2022-12-31 13F VISA INC COM CL A Stock 92826C839 2,247 0 0.00 467 16.79 0.3213
2023-03-30 2022-09-30 13F/A-1 VISA INC COM CL A Stock 92826C839 2,247 0 0.00 399 -9.73 0.3015
2022-10-06 2022-09-30 13F VISA INC COM CL A Stock 92826C839 2,247 0 399 0.3021
2023-03-30 2022-06-30 13F/A-1 VISA INC COM CL A Stock 92826C839 2,247 0 0.00 442 -11.24 0.3158
2022-07-07 2022-06-30 13F VISA INC COM CL A Stock 92826C839 2,247 0 442 0.3158
2022-04-05 2022-03-31 13F VISA INC COM CL A Stock 92826C839 2,247 0 0.00 498 2.26 0.3063
2022-01-06 2021-12-31 13F VISA INC COM CL A Stock 92826C839 2,247 0 0.00 487 -2.79 0.2920
2021-10-05 2021-09-30 13F VISA INC COM CL A Stock 92826C839 2,247 -125 -5.27 501 -9.73 0.3402
2021-07-28 2021-06-30 13F VISA INC COM CL A Stock 92826C839 2,372 0 0.00 555 10.56 0.3766
2021-04-05 2021-03-31 13F VISA INC COM CL A Stock 92826C839 2,372 -403 -14.52 502 -17.30 0.3694
2021-02-02 2020-12-31 13F VISA INC COM CL A Stock 92826C839 2,775 20 0.73 607 10.16 0.4631
2020-10-06 2020-09-30 13F VISA INC COM CL A Stock 92826C839 2,755 0 0.00 551 3.57 0.4790
2020-07-02 2020-06-30 13F VISA INC COM CL A Stock 92826C839 2,755 352 14.65 532 37.47 0.4983
2020-04-02 2020-03-31 13F VISA INC COM CL A Stock 92826C839 2,403 26 1.09 387 -13.42 0.4456
2020-01-27 2019-12-31 13F VISA INC COM CL A Stock 92826C839 2,377 2,377 447 0.4380
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.