Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionWESPAC Advisors SoCal, LLC
Latest Disclosed Ownership11,682 shares
Latest Disclosed Value $ 3,530,720
WESPAC Advisors SoCal, LLC reports 2.73% decrease in ownership of V / Visa Inc.

On April 15, 2026 - WESPAC Advisors SoCal, LLC filed a 13F-HR form disclosing ownership of 11,682 shares of Visa Inc. (US:V) valued at $3,530,768 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 12,010 shares of Visa Inc.. This represents a change in shares of -2.73% during the quarter. The current value of the position is $3,779,945 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)
2026-04-15 2026-03-31 13F VISA COM CL A 92826C839 11,682 -328 -2.73 3,531 -16.17 0.7508
2026-01-07 2025-12-31 13F VISA COM CL A 92826C839 12,010 1,210 11.20 4,212 14.24 0.8494
2025-10-22 2025-09-30 13F VISA COM CL A 92826C839 10,800 506 4.92 3,687 0.88 0.7486
2025-07-30 2025-06-30 13F VISA COM CL A 92826C839 10,294 1,183 12.98 3,655 14.47 0.8155
2025-05-06 2025-03-31 13F VISA COM CL A 92826C839 9,111 -640 -6.56 3,193 3.60 0.8317
2025-01-27 2024-12-31 13F VISA COM CL A 92826C839 9,751 -502 -4.90 3,082 9.29 0.6971
2024-11-06 2024-09-30 13F VISA COM CL A 92826C839 10,253 -819 -7.40 2,819 -2.96 0.6520
2024-07-23 2024-06-30 13F VISA COM CL A 92826C839 11,072 67 0.61 2,906 -5.41 0.7299
2024-04-18 2024-03-31 13F VISA COM CL A 92826C839 11,005 -1,133 -9.33 3,071 -2.82 0.8035
2024-01-25 2023-12-31 13F VISA COM CL A 92826C839 12,138 -504 -3.99 3,160 8.70 0.9206
2023-11-09 2023-09-30 13F VISA COM CL A 92826C839 12,642 -10 -0.08 2,908 -3.23 0.9825
2023-07-20 2023-06-30 13F VISA COM CL A 92826C839 12,652 -5,588 -30.64 3,005 -26.95 1.0288
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 18,240 -710 -3.75 4,112 4.47 1.4186
2023-01-25 2022-12-31 13F VISA COM CL A 92826C839 18,950 -365 -1.89 3,937 -1.62 1.4640
2022-11-10 2022-09-30 13F VISA COM CL A 92826C839 19,315 -658 -3.29 4,001 1.75 1.6722
2022-07-19 2022-06-30 13F VISA COM CL A 92826C839 19,973 -428 -2.10 3,932 -13.09 1.5027
2022-05-19 2022-03-31 13F VISA COM CL A 92826C839 20,401 -92 -0.45 4,524 -5.00 1.3954
2022-02-03 2021-12-31 13F/A-1 VISA COM CL A 92826C839 20,493 5,517 36.84 4,762 41.77 1.4551
2022-02-02 2021-12-31 13F GENWORTH FINL COM CL A 92826C839 25,000 10,024 99 0.0317
2021-10-14 2021-09-30 13F VISA COM CL A 92826C839 14,976 2,495 19.99 3,359 15.11 1.0978
2021-07-29 2021-06-30 13F ISHARES TR COM CL A 92826C839 12,481 810 6.94 2,918 18.09 0.9678
2021-04-30 2021-03-31 13F VISA COM CL A 92826C839 11,671 914 8.50 2,471 5.01 0.9691
2021-02-02 2020-12-31 13F VISA COM CL A 92826C839 10,757 578 5.68 2,353 11.89 0.9336
2020-10-23 2020-09-30 13F VISA COM CL A 92826C839 10,179 875 9.40 2,103 17.35 1.0009
2020-07-17 2020-06-30 13F VISA COM CL A 92826C839 9,304 1,405 17.79 1,792 33.83 0.8297
2020-04-30 2020-03-31 13F VISA COM CL A 92826C839 7,899 86 1.10 1,339 -8.79 0.7419
2020-02-13 2019-12-31 13F VISA COM CL A 92826C839 7,813 -524 -6.29 1,468 2.37 0.6969
2019-10-17 2019-09-30 13F VISA COM CL A 92826C839 8,337 -2,895 -25.77 1,434 -26.42 0.7083
2019-07-30 2019-06-30 13F Visa COM CL A 92826C839 11,232 -883 -7.29 1,949 3.01 1.0384
2019-05-02 2019-03-31 13F Visa COM CL A 92826C839 12,115 1,311 12.13 1,892 32.77 1.0467
2019-05-06 2018-12-31 13F/A-1 Visa COM CL A 92826C839 10,804 -783 -6.76 1,425 -18.06 0.8996
2019-02-07 2018-12-31 13F Visa COM CL A 92826C839 10,804 -783 1,425,572
2018-10-22 2018-09-30 13F Visa COM CL A 92826C839 11,587 -385 -3.22 1,739 9.72 0.8725
2018-08-03 2018-06-30 13F/A-2 Visa COM CL A 92826C839 11,972 -50 -0.42 1,585 10.22 0.9128
2018-07-13 2018-06-30 13F Visa COM CL A 92826C839 12,022 0 1,438
2018-04-16 2018-03-31 13F Visa COM CL A 92826C839 12,022 126 1.06 1,438 6.05 0.8331
2018-02-13 2017-12-31 13F Visa COM CL A 92826C839 11,896 2,650 28.66 1,356 39.36 0.7735
2017-11-03 2017-09-30 13F Visa COM CL A 92826C839 9,246 -175 -1.86 973 10.19 0.5791
2017-08-11 2017-06-30 13F Visa COM CL A 92826C839 9,421 0 0.00 883 5.50 0.5645
2017-05-12 2017-03-31 13F Visa COM CL A 92826C839 9,421 -1,175 -11.09 837 1.33 0.5194
2017-02-13 2016-12-31 13F Visa COM CL A 92826C839 10,596 -289 -2.66 827 -8.22 0.5354
2016-11-14 2016-09-30 13F Visa COM CL A 92826C839 10,885 226 2.12 900 13.92 0.6074
2016-08-12 2016-06-30 13F Visa COM CL A 92826C839 10,659 81 0.77 791 -2.35 0.5145
2016-08-12 2016-03-31 13F Visa COM CL A 92826C839 10,578 -300 -2.76 809 -4.03 0.5959
2016-03-03 2015-12-31 13F Visa COM CL A 92826C839 10,878 10,878 843 0.5562
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.