Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionSYM FINANCIAL Corp
Latest Disclosed Ownership3,394 shares
Latest Disclosed Value $ 1,025,690
SYM FINANCIAL Corp reports 13.06% increase in ownership of V / Visa Inc.

On May 8, 2026 - SYM FINANCIAL Corp filed a 13F-HR form disclosing ownership of 3,394 shares of Visa Inc. (US:V) valued at $1,025,803 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,002 shares of Visa Inc.. This represents a change in shares of 13.06% during the quarter. The current value of the position is $1,060,286 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)
2026-05-08 2026-03-31 13F VISA COM CL A 92826C839 3,394 392 13.06 1,026 -2.57 0.1025
2026-02-13 2025-12-31 13F VISA COM CL A 92826C839 3,002 -465 -13.41 1,053 -11.07 0.1082
2025-11-03 2025-09-30 13F VISA COM CL A 92826C839 3,467 301 9.51 1,183 5.34 0.1266
2025-08-01 2025-06-30 13F VISA COM CL A 92826C839 3,166 638 25.24 1,124 26.89 0.1258
2025-05-06 2025-03-31 13F VISA COM CL A 92826C839 2,528 334 15.22 886 27.71 0.1091
2025-01-24 2024-12-31 13F VISA COM CL A 92826C839 2,194 503 29.75 693 49.35 0.0896
2024-11-14 2024-09-30 13F VISA COM CL A 92826C839 1,691 196 13.11 465 18.37 0.0622
2024-08-08 2024-06-30 13F VISA COM CL A 92826C839 1,495 280 23.05 392 15.63 0.0625
2024-05-06 2024-03-31 13F VISA COM CL A 92826C839 1,215 92 8.19 339 16.10 0.0559
2024-02-06 2023-12-31 13F VISA COM CL A 92826C839 1,123 1,123 292 0.0473
2019-02-13 2018-12-31 13F VISA COM CL A 92826C839 0 -2,278 -100.00 0 -100.00
2018-11-14 2018-09-30 13F VISA COM CL A 92826C839 2,278 2,278 342 0.1917
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.