Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionAcima Private Wealth, Llc
Latest Disclosed Ownership3,810 shares
Latest Disclosed Value $ 1,151,534
Acima Private Wealth, Llc ownership in V / Visa Inc.

On April 6, 2026 - Acima Private Wealth, Llc filed a 13F-HR form disclosing ownership of 3,810 shares of Visa Inc. (CH:V) valued at $1,151,534 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,810 shares of Visa Inc.. This represents a change in shares of 0.00% during the quarter.

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)
2026-04-06 2026-03-31 13F VISA INC COM CL A Stock 92826C839 3,810 0 0.00 1,152 -13.85 0.3614
2026-01-15 2025-12-31 13F VISA INC COM CL A Stock 92826C839 3,810 -53 -1.37 1,336 1.37 0.4147
2025-11-10 2025-09-30 13F VISA INC COM CL A Stock 92826C839 3,863 -32 -0.82 1,319 -4.63 0.4129
2025-07-24 2025-06-30 13F VISA INC COM CL A Stock 92826C839 3,895 0 0.00 1,383 1.25 0.4713
2025-05-09 2025-03-31 13F VISA INC COM CL A Stock 92826C839 3,895 0 0.00 1,365 10.98 0.4899
2025-02-05 2024-12-31 13F VISA INC COM CL A Stock 92826C839 3,895 0 0.00 1,231 14.95 0.4144
2024-11-12 2024-09-30 13F VISA INC COM CL A Stock 92826C839 3,895 0 0.00 1,071 4.70 0.3589
2024-07-30 2024-06-30 13F VISA INC COM CL A Stock 92826C839 3,895 -13 -0.33 1,022 -6.24 0.3756
2024-05-14 2024-03-31 13F VISA INC COM CL A Stock 92826C839 3,908 -91 -2.28 1,091 4.71 0.4021
2024-02-29 2023-12-31 13F VISA INC COM CL A Stock 92826C839 3,999 -66 -1.62 1,041 11.46 0.4065
2024-02-29 2023-09-30 13F VISA INC COM CL A Stock 92826C839 4,065 0 0.00 935 -3.21 0.4160
2024-02-29 2023-06-30 13F VISA INC COM CL A Stock 92826C839 4,065 -60 -1.45 965 3.76 0.4620
2024-02-29 2023-03-31 13F VISA INC COM CL A Stock 92826C839 4,125 53 1.30 930 10.06 0.4567
2024-02-29 2022-12-31 13F VISA INC COM CL A Stock 92826C839 4,072 0 0.00 846 16.87 0.4337
2024-02-29 2022-09-30 13F VISA INC COM CL A Stock 92826C839 4,072 0 0.00 723 -9.74 0.3718
2024-02-29 2022-06-30 13F VISA INC COM CL A Stock 92826C839 4,072 0 0.00 802 -11.30 0.4001
2022-05-02 2022-03-31 13F VISA INC COM CL A Stock 92826C839 4,072 0 0.00 903 2.38 0.4171
2022-03-10 2021-12-31 13F VISA INC COM CL A Stock 92826C839 4,072 -99 -2.37 882 -5.06 0.3795
2021-11-09 2021-09-30 13F VISA INC COM CL A Stock 92826C839 4,171 0 0.00 929 -4.72 0.4269
2021-08-13 2021-06-30 13F VISA INC COM CL A Stock 92826C839 4,171 -66 -1.56 975 8.70 0.4475
2021-05-14 2021-03-31 13F VISA INC COM CL A Stock 92826C839 4,237 -181 -4.10 897 -7.14 0.4408
2021-05-14 2020-12-31 13F VISA INC COM CL A Stock 92826C839 4,418 0 0.00 966 9.40 0.5003
2021-05-14 2020-09-30 13F VISA INC COM CL A Stock 92826C839 4,418 0 0.00 883 3.52 0.5325
2021-05-14 2020-06-30 13F VISA INC COM CL A Stock 92826C839 4,418 0 0.00 853 19.80 0.5510
2020-05-01 2020-03-31 13F VISA INC COM CL A Stock 92826C839 4,418 -2,955 -40.08 712 -48.59 0.5483
2020-01-24 2019-12-31 13F VISA INC COM CL A Stock 92826C839 7,373 0 0.00 1,385 9.23 0.9569
2019-10-30 2019-09-30 13F VISA INC COM CL A Stock 92826C839 7,373 165 2.29 1,268 1.36 0.9690
2019-07-23 2019-06-30 13F VISA INC COM CL A Stock 92826C839 7,208 0 0.00 1,251 11.10 0.9867
2019-05-06 2019-03-31 13F VISA INC COM CL A Stock 92826C839 7,208 311 4.51 1,126 23.74 0.9634
2019-02-07 2018-12-31 13F VISA INC COM CL A Stock 92826C839 6,897 6,897 910 0.8914
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.