Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionStrategic Wealth Designers
Latest Disclosed Ownership40,506 shares
Latest Disclosed Value $ 12,242,455
Strategic Wealth Designers reports 2.67% increase in ownership of V / Visa Inc.

On May 11, 2026 - Strategic Wealth Designers filed a 13F-HR form disclosing ownership of 40,506 shares of Visa Inc. (US:V) valued at $12,242,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 39,452 shares of Visa Inc.. This represents a change in shares of 2.67% during the quarter. The current value of the position is $13,106,526 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)
2026-05-11 2026-03-31 13F VISA COM CL A 92826C839 40,506 1,054 2.67 12,242 -11.52 1.5535
2026-02-11 2025-12-31 13F VISA COM CL A 92826C839 39,452 -16,030 -28.89 13,836 -26.95 1.7006
2025-11-14 2025-09-30 13F VISA COM CL A 92826C839 55,482 51,777 1,397.49 18,940 1,340.30 1.5941
2025-08-14 2025-06-30 13F VISA COM CL A 92826C839 3,705 46 1.26 1,315 2.57 1.9046
2025-04-14 2025-03-31 13F ABRDN PHYSICAL PREC MTL BSKT SHS ETF COMMON STOCK 92826C839 3,659 -53,179 -93.56 1,282 -92.86 2.2315
2025-01-23 2024-12-31 13F/A-2 VISA INC COM CL A 92826C839 56,838 591 1.05 17,963 15.04 1.9846
2024-10-24 2024-09-30 13F VISA COM CL A 92826C839 56,247 2,087 3.85 15,614 9.52 1.6730
2024-08-13 2024-06-30 13F VISA COM CL A 92826C839 54,160 9,113 20.23 14,257 21.56 1.8019
2024-01-16 2023-12-31 13F VISA COM CL A 92826C839 45,047 6,091 15.64 11,728 30.89 1.7628
2023-11-03 2023-09-30 13F VISA COM CL A 92826C839 38,956 4,595 13.37 8,960 9.82 1.6241
2023-07-17 2023-06-30 13F VISA INC COM CL A COM CL A 92826C839 34,361 4,327 14.41 8,160 20.50 1.2949
2023-04-24 2023-03-31 13F/A-1 VISA INC COM CL A COM CL A 92826C839 30,034 4,560 17.90 6,771 21.13 1.2559
2023-04-20 2023-03-31 13F VISA INC COM CL A COM CL A 92826C839 225,000 199,526 6,771 1.2559
2023-01-27 2022-12-31 13F VISA INC COM CL A COM CL A 92826C839 25,474 3,190 14.32 5,590 41.20 1.2925
2022-10-21 2022-09-30 13F VISA INC COM CL A COM CL A 92826C839 22,284 662 3.06 3,959 -7.00 1.1383
2022-08-08 2022-06-30 13F VISA INC COM CL A COM CL A 92826C839 21,622 -566 -2.55 4,257 -13.49 1.0664
2022-04-26 2022-03-31 13F VISA INC COM CL A COM CL A 92826C839 22,188 3,735 20.24 4,921 23.06 1.1737
2022-01-21 2021-12-31 13F VISA COM CL A 92826C839 18,453 3,030 19.65 3,999 16.32 1.0399
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 15,423 3,337 27.61 3,438 21.66 1.0271
2021-07-16 2021-06-30 13F VISA COM CL A 92826C839 12,086 3,465 40.19 2,826 54.85 1.0015
2021-04-22 2021-03-31 13F VISA COM CL A 92826C839 8,621 2,037 30.94 1,825 26.74 0.8754
2021-01-26 2020-12-31 13F/A-1 VISA COM CL A 92826C839 6,584 618 10.36 1,440 20.70 0.8436
2021-01-15 2020-12-31 13F VISA COM CL A 92826C839 5,139 -827 1,124 939,838.6220
2020-11-03 2020-09-30 13F VISA COM CL A 92826C839 5,966 857 16.77 1,193 20.87 0.8974
2020-07-13 2020-06-30 13F VISA COM CL A 92826C839 5,109 871 20.55 987 44.51 0.9669
2020-04-20 2020-03-31 13F VISA COM CL A 92826C839 4,238 533 14.39 683 -1.87 1.1128
2020-02-11 2019-12-31 13F VISA COM CL A 92826C839 3,705 3,705 696 0.7217
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.