Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionAckerman Capital Advisors, LLC
Latest Disclosed Ownership3,525 shares
Latest Disclosed Value $ 1,065,396
Ackerman Capital Advisors, LLC ownership in V / Visa Inc.

On May 5, 2026 - Ackerman Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 3,525 shares of Visa Inc. (CH:V) valued at $1,065,396 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,525 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)
2026-05-05 2026-03-31 13F VISA COM CL A 92826C839 3,525 0 0.00 1,065 -13.83 0.2182
2026-02-11 2025-12-31 13F VISA COM CL A 92826C839 3,525 0 0.00 1,236 2.74 0.2481
2025-10-22 2025-09-30 13F VISA COM CL A 92826C839 3,525 0 0.00 1,203 -3.84 0.2519
2025-07-25 2025-06-30 13F VISA COM CL A 92826C839 3,525 49 1.41 1,252 2.71 0.2907
2025-05-09 2025-03-31 13F VISA COM CL A 92826C839 3,476 0 0.00 1,218 10.93 0.3217
2025-02-04 2024-12-31 13F VISA COM CL A 92826C839 3,476 0 0.00 1,099 14.97 0.2880
2024-10-24 2024-09-30 13F VISA COM CL A 92826C839 3,476 0 0.00 956 4.71 0.2468
2024-07-25 2024-06-30 13F VISA COM CL A 92826C839 3,476 0 0.00 912 -5.98 0.2418
2024-04-24 2024-03-31 13F VISA COM CL A 92826C839 3,476 158 4.76 970 12.40 0.2680
2024-01-19 2023-12-31 13F VISA COM CL A 92826C839 3,318 0 0.00 864 13.11 0.2421
2023-10-30 2023-09-30 13F VISA COM CL A 92826C839 3,318 0 0.00 763 -3.05 0.2126
2023-07-21 2023-06-30 13F VISA COM CL A 92826C839 3,318 0 0.00 788 5.21 0.2044
2023-05-11 2023-03-31 13F VISA COM CL A 92826C839 3,318 0 0.00 748 8.56 0.1939
2023-01-12 2022-12-31 13F VISA COM CL A 92826C839 3,318 0 0.00 689 16.98 0.1852
2022-11-09 2022-09-30 13F VISA COM CL A 92826C839 3,318 -46 -1.37 589 -11.03 0.1675
2022-07-22 2022-06-30 13F VISA COM CL A 92826C839 3,364 0 0.00 662 -11.26 0.1783
2022-04-19 2022-03-31 13F VISA COM CL A 92826C839 3,364 0 0.00 746 2.33 0.1756
2022-02-16 2021-12-31 13F VISA COM CL A 92826C839 3,364 0 0.00 729 -2.67 0.1673
2021-11-03 2021-09-30 13F VISA COM CL A 92826C839 3,364 0 0.00 749 -4.83 0.1718
2021-08-12 2021-06-30 13F VISA COM CL A 92826C839 3,364 0 0.00 787 10.53 0.1842
2021-04-29 2021-03-31 13F VISA COM CL A 92826C839 3,364 0 0.00 712 -3.26 0.1729
2021-02-01 2020-12-31 13F VISA COM CL A 92826C839 3,364 0 0.00 736 9.36 0.1871
2020-11-02 2020-09-30 13F VISA COM CL A 92826C839 3,364 0 0.00 673 3.54 0.1873
2020-08-20 2020-06-30 13F VISA COM CL A 92826C839 3,364 0 0.00 650 19.93 0.1948
2020-08-14 2020-03-31 13F VISA COM CL A 92826C839 3,364 -962 -22.24 542 -33.33 0.2110
2020-02-28 2019-12-31 13F/A-1 VISA COM CL A 92826C839 4,326 0 0.00 813 9.27 0.2404
2019-10-09 2019-09-30 13F VISA COM CL A 92826C839 4,326 -56 -1.28 744 -2.11 0.2568
2019-07-23 2019-06-30 13F VISA COM CL A 92826C839 4,382 0 0.00 760 11.11 0.0037
2019-04-26 2019-03-31 13F VISA COM CL A 92826C839 4,382 0 0.00 684 18.34 0.0037
2019-01-29 2018-12-31 13F VISA COM CL A 92826C839 4,382 4,382 578 0.0448
2019-01-07 2018-09-30 13F VISA COM CL A 92826C839 0 -4,382 -100.00 0 -100.00
2018-04-11 2018-03-31 13F VISA COM CL A 92826C839 4,382 0 0.00 500 8.46 0.2004
2018-02-22 2017-12-31 13F VISA COM CL A 92826C839 4,382 -110 -2.45 461 9.50 0.1957
2017-08-15 2017-06-30 13F VISA COM CL A 92826C839 4,492 4,492 421 0.1761
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.