Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership77,460 shares
Latest Disclosed Value $ 23,411,429
Independent Advisor Alliance reports 11.51% decrease in ownership of V / Visa Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 77,460 shares of Visa Inc. (US:V) valued at $23,411,510 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 87,536 shares of Visa Inc.. This represents a change in shares of -11.51% during the quarter. The current value of the position is $25,063,732 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)
2026-05-12 2026-03-31 13F VISA COM CL A 92826C839 77,460 -10,076 -11.51 23,411 -23.74 0.1423
2026-02-04 2025-12-31 13F VISA COM CL A 92826C839 87,536 4,465 5.37 30,700 8.26 0.7456
2025-11-04 2025-09-30 13F VISA COM CL A 92826C839 83,071 1,557 1.91 28,359 -2.01 0.7369
2025-08-11 2025-06-30 13F VISA COM CL A 92826C839 81,514 110 0.14 28,942 1.45 0.8345
2025-05-12 2025-03-31 13F VISA COM CL A 92826C839 81,404 3,351 4.29 28,529 15.65 0.9422
2025-02-07 2024-12-31 13F VISA COM CL A 92826C839 78,053 6,683 9.36 24,668 25.70 0.3267
2024-11-13 2024-09-30 13F VISA COM CL A 92826C839 71,370 -7,927 -10.00 19,623 -5.72 0.7142
2024-08-12 2024-06-30 13F VISA COM CL A 92826C839 79,297 -872 -1.09 20,813 -6.97 0.7128
2024-05-08 2024-03-31 13F VISA COM CL A 92826C839 80,169 -3,421 -4.09 22,374 3.94 0.8076
2024-02-08 2023-12-31 13F VISA COM CL A 92826C839 83,590 10,615 14.55 21,526 28.25 0.7754
2023-10-24 2023-09-30 13F VISA COM CL A 92826C839 72,975 514 0.71 16,785 -2.46 0.7592
2023-07-28 2023-06-30 13F VISA COM CL A 92826C839 72,461 -1,521 -2.06 17,208 3.17 0.7582
2023-05-12 2023-03-31 13F VISA COM CL A 92826C839 73,982 1,509 2.08 16,680 59.05 0.8042
2023-02-13 2022-12-31 13F VISA COM CL A 92826C839 72,473 2,517 3.60 10,487 -15.61 0.3604
2022-11-04 2022-09-30 13F VISA COM CL A 92826C839 69,956 -41,133 -37.03 12,427 -43.19 0.7247
2022-08-04 2022-06-30 13F VISA COM CL A 92826C839 111,089 -2,140 -1.89 21,873 -12.89 1.2213
2022-05-06 2022-03-31 13F VISA COM CL A 92826C839 113,229 851 0.76 25,111 3.11 1.2087
2022-02-11 2021-12-31 13F VISA COM CL A 92826C839 112,378 14,193 14.46 24,353 11.35 1.2013
2021-11-01 2021-09-30 13F VISA COM CL A 92826C839 98,185 4,455 4.75 21,871 -0.20 1.2160
2021-08-12 2021-06-30 13F VISA COM CL A 92826C839 93,730 -3,472 -3.57 21,915 6.49 1.2008
2021-05-14 2021-03-31 13F VISA COM CL A 92826C839 97,202 -6,506 -6.27 20,580 -9.28 1.2206
2021-02-11 2020-12-31 13F VISA COM CL A 92826C839 103,708 759 0.74 22,684 10.43 1.5394
2020-11-04 2020-09-30 13F VISA COM CL A 92826C839 102,949 6,294 6.51 20,542 10.03 1.5589
2020-08-06 2020-06-30 13F VISA COM CL A 92826C839 96,655 3,942 4.25 18,669 24.98 1.9975
2020-05-14 2020-03-31 13F VISA COM CL A 92826C839 92,713 -1,498 -1.59 14,938 -15.61 2.1734
2020-02-07 2019-12-31 13F VISA COM CL A 92826C839 94,211 -2,785 -2.87 17,702 6.06 0.7723
2019-11-12 2019-09-30 13F VISA COM CL A 92826C839 96,996 816 0.85 16,691 1.24 2.0384
2019-08-12 2019-06-30 13F VISA COM CL A 92826C839 96,180 2,302 2.45 16,487 12.44 2.3857
2019-05-07 2019-03-31 13F VISA COM CL A 92826C839 93,878 -7,172 -7.10 14,663 9.98 2.0619
2019-02-12 2018-12-31 13F VISA COM CL A 92826C839 101,050 2,794 2.84 13,332 -9.21 2.3604
2018-11-13 2018-09-30 13F VISA COM CL A 92826C839 98,256 23,578 31.57 14,684 49.67 2.6439
2018-08-08 2018-06-30 13F VISA COM CL A 92826C839 74,678 1,902 2.61 9,811 13.86 2.0413
2018-05-15 2018-03-31 13F VISA COM CL A 92826C839 72,776 18,676 34.52 8,617 33.47 1.9207
2018-02-14 2017-12-31 13F VISA COM CL A 92826C839 54,100 4,080 8.16 6,456 20.61 1.4422
2017-11-15 2017-09-30 13F VISA COM CL A 92826C839 50,020 6,827 15.81 5,353 30.34 1.4714
2017-08-14 2017-06-30 13F VISA COM CL A 92826C839 43,193 22,536 109.10 4,107 123.33 1.3080
2017-05-09 2017-03-31 13F VISA COM CL A 92826C839 20,657 2,182 11.81 1,839 21.63 0.2914
2017-05-19 2016-12-31 13F/A-1 VISA COM CL A 92826C839 18,475 18,475 1,512 0.6482
2017-02-15 2016-12-31 13F VISA Common Stock 92826C839 18,475 1,512 0.5890
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.