Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionRetirement Guys Formula Llc
Latest Disclosed Ownership6,118 shares
Latest Disclosed Value $ 1,848,978
Retirement Guys Formula Llc reports 13.63% increase in ownership of V / Visa Inc.

On April 22, 2026 - Retirement Guys Formula Llc filed a 13F-HR form disclosing ownership of 6,118 shares of Visa Inc. (US:V) valued at $1,849,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,384 shares of Visa Inc.. This represents a change in shares of 13.63% during the quarter. The current value of the position is $1,979,601 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)
2026-04-22 2026-03-31 13F VISA COM CL A 92826C839 6,118 734 13.63 1,849 -2.12 0.8503
2026-01-23 2025-12-31 13F VISA COM CL A 92826C839 5,384 -25 -0.46 1,888 2.28 0.8609
2025-10-21 2025-09-30 13F VISA COM CL A 92826C839 5,409 189 3.62 1,847 -0.38 0.6497
2025-07-15 2025-06-30 13F VISA COM CL A 92826C839 5,220 148 2.92 1,853 4.28 0.7038
2025-04-23 2025-03-31 13F VISA COM CL A 92826C839 5,072 -100 -1.93 1,778 8.75 0.8832
2025-01-29 2024-12-31 13F VISA COM CL A 92826C839 5,172 56 1.09 1,635 16.22 0.8243
2024-10-21 2024-09-30 13F VISA COM CL A 92826C839 5,116 231 4.73 1,407 9.67 0.6540
2024-08-01 2024-06-30 13F VISA COM CL A 92826C839 4,885 357 7.88 1,282 1.50 0.6146
2024-04-19 2024-03-31 13F VISA COM CL A 92826C839 4,528 222 5.16 1,264 12.67 0.6163
2024-01-22 2023-12-31 13F VISA COM CL A 92826C839 4,306 338 8.52 1,121 22.92 0.6011
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 3,968 935 30.83 913 26.67 0.6353
2023-07-17 2023-06-30 13F VISA COM CL A 92826C839 3,033 955 45.96 720 53.85 0.4173
2023-04-18 2023-03-31 13F VISA COM CL A 92826C839 2,078 692 49.93 469 63.07 0.3357
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 1,386 1,386 288 0.2362
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.