Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership13,332 shares
Latest Disclosed Value $ 4,029,585
Legacy Financial Advisors, Inc. reports 3.19% increase in ownership of V / Visa Inc.

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 13,332 shares of Visa Inc. (US:V) valued at $4,029,464 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 12,920 shares of Visa Inc.. This represents a change in shares of 3.19% during the quarter. The current value of the position is $4,313,835 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F VISA Stock 92826C839 13,332 412 3.19 4,030 -11.08 0.5635
2026-02-04 2025-12-31 13F VISA Stock 92826C839 12,920 -282 -2.14 4,531 0.55 0.6268
2025-11-10 2025-09-30 13F VISA Stock 92826C839 13,202 -493 -3.60 4,507 -7.32 0.6209
2025-08-07 2025-06-30 13F VISA Stock 92826C839 13,695 110 0.81 4,863 2.14 0.7596
2025-05-14 2025-03-31 13F VISA Stock 92826C839 13,585 109 0.81 4,761 11.79 0.7962
2025-02-13 2024-12-31 13F VISA Stock 92826C839 13,476 287 2.18 4,259 17.43 0.7041
2024-11-14 2024-09-30 13F VISA Stock 92826C839 13,189 432 3.39 3,626 8.30 0.6091
2024-08-13 2024-06-30 13F VISA Stock 92826C839 12,757 514 4.20 3,348 -1.99 0.5962
2024-05-14 2024-03-31 13F VISA Stock 92826C839 12,243 619 5.33 3,417 12.89 0.6121
2024-02-13 2023-12-31 13F/A-1 VISA Stock 92826C839 11,624 886 8.25 3,026 22.56 0.5813
2024-02-06 2023-12-31 13F VISA Stock 92826C839 11,624 886 3,026 0.5830
2023-11-13 2023-09-30 13F VISA Stock 92826C839 10,738 1,360 14.50 2,470 10.92 0.4942
2023-08-08 2023-06-30 13F VISA Stock 92826C839 9,378 287 3.16 2,227 8.64 0.4159
2023-05-03 2023-03-31 13F VISA Stock 92826C839 9,091 1,268 16.21 2,050 26.09 0.4188
2023-02-06 2022-12-31 13F VISA Stock 92826C839 7,823 1,751 28.84 1,625 50.60 0.3502
2022-11-09 2022-09-30 13F VISA Stock 92826C839 6,072 -534 -8.08 1,079 -17.06 0.2580
2022-08-08 2022-06-30 13F VISA Stock 92826C839 6,606 -77 -1.15 1,301 -12.21 0.3234
2022-05-04 2022-03-31 13F VISA Stock 92826C839 6,683 938 16.33 1,482 19.04 0.3334
2022-02-04 2021-12-31 13F VISA Stock 92826C839 5,745 810 16.41 1,245 13.28 0.2857
2021-10-26 2021-09-30 13F VISA Stock 92826C839 4,935 472 10.58 1,099 5.27 0.2694
2021-07-21 2021-06-30 13F VISA Stock 92826C839 4,463 -1,001 -18.32 1,044 -9.77 0.2643
2021-04-28 2021-03-31 13F VISA Stock 92826C839 5,464 298 5.77 1,157 2.48 0.3170
2021-02-02 2020-12-31 13F VISA Stock 92826C839 5,166 433 9.15 1,129 19.34 0.3192
2020-11-09 2020-09-30 13F VISA Stock 92826C839 4,733 4,733 946 0.2886
2020-05-12 2020-03-31 13F VISA Stock 92826C839 0 -3,964 -100.00 0 -100.00
2020-01-27 2019-12-31 13F VISA Stock 92826C839 3,964 98 2.53 745 12.03 0.2356
2019-11-07 2019-09-30 13F VISA Stock 92826C839 3,866 7 0.18 665 -0.75 0.2211
2019-08-07 2019-06-30 13F VISA COM 92826C839 3,859 177 4.81 670 16.52 0.2369
2019-05-14 2019-03-31 13F VISA Stock 92826C839 3,682 479 14.95 575 35.93 0.1948
2019-01-16 2018-12-31 13F VISA Stock 92826C839 3,203 -187 -5.52 423 -16.73 0.1638
2018-10-30 2018-09-30 13F VISA Stock 92826C839 3,390 76 2.29 508 9.96 0.1840
2018-07-17 2018-06-30 13F VISA Stock 92826C839 3,314 203 6.53 462 23.20 0.1753
2018-04-12 2018-03-31 13F VISA Stock 92826C839 3,111 56 1.83 375 7.76 0.1491
2018-02-09 2017-12-31 13F VISA INC COM CL A Stock 92826C839 3,055 3,055 348 0.1428
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.