Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionApriem Advisors
Latest Disclosed Ownership2,888 shares
Latest Disclosed Value $ 872,869
Apriem Advisors reports 7.60% increase in ownership of V / Visa Inc.

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 2,888 shares of Visa Inc. (CH:V) valued at $872,869 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,684 shares of Visa Inc.. This represents a change in shares of 7.60% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F VISA COM CL A 92826C839 2,888 204 7.60 873 -7.33 0.0833
2026-02-13 2025-12-31 13F VISA COM CL A 92826C839 2,684 -1 -0.04 941 2.73 0.0864
2025-11-10 2025-09-30 13F VISA COM CL A 92826C839 2,685 -39 -1.43 917 -5.27 0.0867
2025-08-14 2025-06-30 13F VISA COM CL A 92826C839 2,724 0 0.00 967 1.36 0.1028
2025-05-15 2025-03-31 13F VISA COM CL A 92826C839 2,724 -473 -14.80 955 -5.54 0.1119
2025-02-05 2024-12-31 13F VISA COM CL A 92826C839 3,197 736 29.91 1,010 49.41 0.1157
2024-11-14 2024-09-30 13F VISA COM CL A 92826C839 2,461 -71 -2.80 677 1.81 0.0790
2024-08-14 2024-06-30 13F VISA COM CL A 92826C839 2,532 8 0.32 665 -5.68 0.0814
2024-05-15 2024-03-31 13F VISA COM CL A 92826C839 2,524 300 13.49 704 21.59 0.0885
2024-02-14 2023-12-31 13F VISA COM CL A 92826C839 2,224 -37 -1.64 579 11.35 0.0774
2023-11-13 2023-09-30 13F VISA COM CL A 92826C839 2,261 115 5.36 520 2.16 0.0762
2023-08-08 2023-06-30 13F VISA COM CL A 92826C839 2,146 -308 -12.55 510 -7.96 0.0764
2023-05-12 2023-03-31 13F VISA COM CL A 92826C839 2,454 0 0.00 553 8.64 0.0885
2023-02-13 2022-12-31 13F VISA COM CL A 92826C839 2,454 1,300 112.65 510 148.29 0.0884
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 1,154 -230 -16.62 205 -24.91 0.0370
2022-08-08 2022-06-30 13F VISA COM CL A 92826C839 1,384 -20 -1.42 273 -12.22 0.0470
2022-05-10 2022-03-31 13F VISA COM CL A 92826C839 1,404 379 36.98 311 40.09 0.0456
2022-02-09 2021-12-31 13F VISA COM CL A 92826C839 1,025 -213 -17.21 222 -19.57 0.0314
2021-11-12 2021-09-30 13F VISA COM CL A 92826C839 1,238 13 1.06 276 -3.50 0.0396
2021-08-10 2021-06-30 13F VISA COM CL A 92826C839 1,225 1,225 286 0.0427
2018-11-14 2018-09-30 13F VISA cs 92826C839 0 -891 -100.00 0 -100.00
2018-08-14 2018-06-30 13F VISA cs 92826C839 891 891 118 0.0265
2017-08-04 2017-06-30 13F VISA cs 92826C839 0 -1,095 -100.00 0 -100.00
2017-05-13 2017-03-31 13F VISA cs 92826C839 1,095 0 0.00 97 14.12 0.0263
2017-02-14 2016-12-31 13F VISA cs 92826C839 1,095 -158 -12.61 85 -18.27 0.0252
2016-11-14 2016-09-30 13F VISA cs 92826C839 1,253 -2,221 -63.93 104 -59.69 0.0310
2016-08-12 2016-06-30 13F VISA cs 92826C839 3,474 2,342 206.89 258 196.55 0.0839
2016-05-13 2016-03-31 13F VISA cs 92826C839 1,132 432 61.71 87 61.11 0.0342
2016-02-09 2015-12-31 13F VISA cs 92826C839 700 300 75.00 54 92.86 0.0192
2015-11-13 2015-09-30 13F VISA cs 92826C839 400 0 0.00 28 3.70 0.0104
2015-08-14 2015-06-30 13F VISA INC CL A cs 92826C839 400 0 0.00 27 3.85 0.0093
2015-05-07 2015-03-31 13F VISA INC CL A cs 92826C839 400 300 300.00 26 0.00 0.0090
2015-02-12 2014-12-31 13F VISA INC CL A cs 92826C839 100 -116 -53.70 26 -43.48 0.0096
2014-11-10 2014-09-30 13F VISA INC CL A cs 92826C839 216 216 116.00 46 76.92 0.0176
2014-08-11 2014-06-30 13F VISA INC CL A cs 92826C839 0 -100 -100.00 0 -100.00
2014-05-13 2014-03-31 13F VISA INC CL A cs 92826C839 100 0 0.00 22 0.00 0.0083
2014-02-14 2013-12-31 13F VISA INC CL A cs 92826C839 100 0 0.00 22 15.79 0.0086
2013-11-06 2013-09-30 13F VISA INC CL A cs 92826C839 100 0 0.00 19 5.56 0.0082
2013-08-15 2013-06-30 13F VISA INC CL A cs 92826C839 100 100 18 0.0088
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.