Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionStrategic Wealth Partners, Ltd.
Latest Disclosed Ownership7,441 shares
Latest Disclosed Value $ 2,248,908
Strategic Wealth Partners, Ltd. reports 4.94% decrease in ownership of V / Visa Inc.

On May 12, 2026 - Strategic Wealth Partners, Ltd. filed a 13F-HR form disclosing ownership of 7,441 shares of Visa Inc. (US:V) valued at $2,248,968 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 12, 2026 disclosing 7,828 shares of Visa Inc.. This represents a change in shares of -4.94% during the quarter. The current value of the position is $2,407,684 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 INC COM CL A Stock 92826C839 7,441 -387 -4.94 2,249 -18.11 0.1559
2026-05-12 2025-12-31 13F VISA INC COM CL A Stock 92826C839 7,828 -3,838 -32.90 2,745 -31.06 0.1881
2025-11-14 2025-09-30 13F VISA INC COM CL A Stock 92826C839 11,666 -20,335 -63.54 3,983 -64.95 0.2973
2025-08-11 2025-06-30 13F VISA INC COM CL A Stock 92826C839 32,001 -6,406 -16.68 11,362 -16.81 0.8941
2025-02-14 2024-12-31 13F VISA INC COM CL A Stock 92826C839 38,407 2,258 6.25 13,658 37.42 1.1308
2024-10-08 2024-09-30 13F VISA COM CL A 92826C839 36,149 -145 -0.40 9,939 4.35 0.9555
2024-10-08 2024-06-30 13F VISA COM CL A 92826C839 36,294 -896 -2.41 9,526 -8.22 0.9948
2024-05-20 2024-03-31 13F VISA COM CL A 92826C839 37,190 2,141 6.11 10,379 13.73 1.1387
2024-05-20 2023-12-31 13F VISA COM CL A 92826C839 35,049 3,581 11.38 9,125 26.09 1.1247
2024-05-20 2023-09-30 13F VISA COM CL A 92826C839 31,468 733 2.38 7,238 -0.84 0.9531
2024-05-20 2023-06-30 13F VISA COM CL A 92826C839 30,735 16,265 112.40 7,299 123.73 0.9441
2023-04-24 2023-03-31 13F VISA COM CL A 92826C839 14,470 1,517 11.71 3,263 21.22 0.5005
2023-04-24 2022-12-31 13F VISA COM CL A 92826C839 12,953 1,226 10.45 2,691 29.19 0.4999
2023-04-24 2022-09-30 13F VISA COM CL A 92826C839 11,727 303 2.65 2,083 -7.38 0.4420
2022-08-22 2022-06-30 13F VISA COM CL A 92826C839 11,424 698 6.51 2,249 -5.46 0.4856
2022-05-19 2022-03-31 13F VISA COM CL A 92826C839 10,726 428 4.16 2,379 6.59 0.4644
2022-02-11 2021-12-31 13F VISA COM CL A 92826C839 10,298 291 2.91 2,232 0.13 0.4231
2021-11-12 2021-09-30 13F VISA COM CL A 92826C839 10,007 1,914 23.65 2,229 17.81 0.6545
2021-08-25 2021-06-30 13F VISA INC COM CL A COM CL A 92826C839 8,093 632 8.47 1,892 19.75 0.6173
2021-05-24 2021-03-31 13F VISA INC COM CL A COM CL A 92826C839 7,461 932 14.27 1,580 10.64 0.6304
2021-02-18 2020-12-31 13F VISA INC COM CL A COM CL A 92826C839 6,529 -284 -4.17 1,428 4.85 0.5991
2020-11-10 2020-09-30 13F VISA INC COM CL A COM CL A 92826C839 6,813 -2,030 -22.96 1,362 -20.26 0.6885
2020-08-11 2020-06-30 13F VISA INC COM CL A COM CL A 92826C839 8,843 -1,120 -11.24 1,708 -8.76 0.8827
2020-05-07 2020-03-31 13F VISA INC COM CL A COM CL A 92826C839 9,963 0 0.00 1,872 0.00 0.9752
2020-01-30 2019-12-31 13F VISA INC COM CL A COM CL A 92826C839 9,963 -1,280 -11.38 1,872 693.22 0.9740
2019-10-28 2019-09-30 13F VISA INC COM CL A COM CL A 92826C839 11,243 -1,998 -15.09 237 -89.73 1.2170
2019-08-06 2019-06-30 13F VISA INC COM CL A COM CL A 92826C839 13,241 -1,749 -11.67 2,298 -2.50 1.1092
2019-05-14 2019-03-31 13F VISA INC COM CL A COM CL A 92826C839 14,990 1,291 9.42 2,357 21.93 1.0819
2019-01-23 2018-12-31 13F VISA INC COM CL A COM CL A 92826C839 13,699 -628 -4.38 1,933 -10.09 0.9753
2018-12-06 2018-09-30 13F VISA INC COM CL A COM CL A 92826C839 14,327 -241 -1.65 2,150 11.46 1.1463
2018-09-04 2018-06-30 13F VISA INC COM CL A COM CL A 92826C839 14,568 -6,881 -32.08 1,929 -24.82 1.1174
2018-07-13 2018-03-31 13F VISA INC COM CL A COM CL A 92826C839 21,449 -723 -3.26 2,566 3.18 1.3233
2018-04-16 2017-12-31 13F VISA INC COM CL A COM CL A 92826C839 22,172 22,172 2,487 1.3802
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.