Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership44,947 shares
Latest Disclosed Value $ 13,584,781
IFP Advisors, Inc reports 3.18% increase in ownership of V / Visa Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 44,947 shares of Visa Inc. (CH:V) valued at $13,584,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 43,563 shares of Visa Inc.. This represents a change in shares of 3.18% 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)
2026-04-13 2026-03-31 13F VISA cs 92826C839 44,947 1,384 3.18 13,585 -11.08 0.2817
2026-02-06 2025-12-31 13F VISA cs 92826C839 43,563 -6,459 -12.91 15,278 -10.54 0.3430
2026-02-06 2025-09-30 13F/A-1 VISA cs 92826C839 50,022 6,358 14.56 17,077 9.27 0.4435
2025-12-02 2025-09-30 13F VISA cs 92826C839 49,884 6,220 17,150 0.4423
2025-07-24 2025-06-30 13F VIS A cs 92826C839 43,664 2,701 6.59 15,628 8.85 0.4444
2025-05-05 2025-03-31 13F VISA cs 92826C839 40,963 1,679 4.27 14,358 15.63 0.4427
2025-02-04 2024-12-31 13F VISA cs 92826C839 39,284 1,511 4.00 12,417 19.56 0.4066
2025-02-04 2024-09-30 13F VISA cs 92826C839 37,773 2,765 7.90 10,386 13.02 0.3743
2024-07-30 2024-06-30 13F VISA cs 92826C839 35,008 5,787 19.80 9,189 12.68 0.3647
2024-07-30 2024-03-31 13F VISA cs 92826C839 29,221 -194 -0.66 8,156 6.49 0.3577
2024-01-09 2023-12-31 13F VISA cs 92826C839 29,415 -427 -1.43 7,658 11.58 0.3615
2023-10-12 2023-09-30 13F VISA cs 92826C839 29,842 911 3.15 6,864 -13.03 0.3086
2023-08-14 2023-06-30 13F/A-1 VISA cs 92826C839 28,931 -2,476 -7.88 7,892 182.73 0.3300
2023-08-04 2023-06-30 13F VISA cs 92826C839 28,931 -2,476 2,953 0.1366
2023-04-18 2023-03-31 13F VISA cs 92826C839 31,407 -22,676 -41.93 2,791 69,675.00 0.1215
2023-02-07 2022-12-31 13F VISA cs 92826C839 54,083 -6,068 -10.09 5 -99.93 0.1324
2022-11-08 2022-09-30 13F VISA cs 92826C839 60,151 4,121 7.35 5,918 7.04 0.1542
2022-09-06 2022-06-30 13F/A-1 VISA cs 92826C839 56,030 0 0.00 5,529 0.00 0.1773
2022-08-12 2022-06-30 13F VISA INC COM CL A Stock 92826C839 20 -56,010 2 0.0036
2022-09-06 2022-03-31 13F/A-1 VISA cs 92826C839 56,030 15,260 37.43 5,529 -37.51 0.1773
2022-08-08 2022-03-31 13F VISA INC COM CL A Stock 92826C839 44,003 3,233 3,948 0.0806
2022-01-12 2021-12-31 13F VISA INC COM CL A Stock 92826C839 40,770 -625 -1.51 8,848 -4.13 0.1729
2021-10-06 2021-09-30 13F VISA INC COM CL A Stock 92826C839 41,395 3,287 8.63 9,229 3.58 0.1846
2021-07-13 2021-06-30 13F VISA INC COM CL A Stock 92826C839 38,108 -330 -0.86 8,910 9.47 0.1844
2021-04-30 2021-03-31 13F VISA INC COM CL A Stock 92826C839 38,438 -8,755 -18.55 8,139 -21.12 0.1584
2021-01-25 2020-12-31 13F VISA INC COM CL A Stock 92826C839 47,193 1,899 4.19 10,318 13.92 0.4182
2020-10-29 2020-09-30 13F VISA INC COM CL A Stock 92826C839 45,294 -866 -1.88 9,057 2.61 0.5406
2020-08-05 2020-06-30 13F VISA INC COM CL A Stock 92826C839 46,160 -389 -0.84 8,827 12.16 0.6995
2020-05-12 2020-03-31 13F VISA INC COM CL A Stock 92826C839 46,549 2,269 5.12 7,870 -6.22 0.7942
2020-01-17 2019-12-31 13F VISA INC COM CL A Stock 92826C839 44,280 1,191 2.76 8,392 11.97 0.6308
2019-11-07 2019-09-30 13F VISA INC COM CL A Stock 92826C839 43,089 35,948 503.40 7,495 568.60 0.5021
2019-05-15 2019-03-31 13F VISA INCCL A Stock 92826C839 7,141 -39,953 -84.84 1,121 -81.82 0.1530
2019-06-03 2018-12-31 13F/A-10 VISA Stock 92826C839 47,094 -8,054 -14.60 6,166 -25.50 0.3758
2019-01-23 2018-12-31 13F VISA Stock 92826C839 47,094 -8,054 6,166 0.3758
2019-06-03 2018-09-30 13F/A-9 VISA Stock 92826C839 55,148 -11,602 -17.38 8,277 -6.38 0.3373
2018-10-25 2018-09-30 13F VISA Stock 92826C839 55,148 -11,602 8,277 0.3373
2019-06-03 2018-06-30 13F/A-8 VISA Stock 92826C839 66,750 686 1.04 8,841 17.36 0.3718
2018-08-07 2018-06-30 13F VISA Stock 92826C839 66,750 -1,140 8,841
2019-06-03 2018-03-31 13F/A-7 VISA INC COM CL A Stock 92826C839 66,064 0 0.00 7,533 0.00 0.3415
2018-05-09 2018-03-31 13F VISA Stock 92826C839 67,890 1,826 8,121
2019-06-03 2017-12-31 13F/A-6 VISA INC COM CL A Stock 92826C839 66,064 -8,031 -10.84 7,533 -3.40 0.3415
2018-01-24 2017-12-31 13F VISA INC COM CL A Stock 92826C839 66,064 -8,031 7,533
2017-10-30 2017-09-30 13F VISA INC COM CL A Stock 92826C839 74,095 1,164 1.60 7,798 14.02 0.3096
2019-06-03 2017-06-30 13F/A-5 VISA INC COM CL A Stock 92826C839 72,931 2,428 3.44 6,839 9.14 0.2899
2017-07-31 2017-06-30 13F VISA INC COM CL A Stock 92826C839 72,931 2,428 6,839
2019-06-03 2017-03-31 13F/A-4 VISA INC COM CL A Stock 92826C839 70,503 3,613 5.40 6,266 20.06 0.2729
2017-04-26 2017-03-31 13F VISA INC COM CL A Stock 92826C839 70,503 3,613 6,266
2019-06-03 2016-12-31 13F/A-3 VISA INC COM CL A Stock 92826C839 66,890 36,496 120.08 5,219 107.60 0.2518
2017-02-14 2016-12-31 13F VISA INC COM CL A Stock 92826C839 66,890 36,496 5,219
2016-11-04 2016-09-30 13F VISA INC COM CL A Stock 92826C839 30,394 1,687 5.88 2,514 18.08 0.1307
2019-06-03 2016-06-30 13F/A-2 VISA INC COM CL A Stock 92826C839 28,707 21,566 302.00 2,129 89.92 0.1189
2016-08-22 2016-06-30 13F VISA INC COM CL A Stock 92826C839 28,707 21,566 2,129
2019-06-03 2016-03-31 13F/A-1 VISA INCCL A Stock 92826C839 7,141 -55,970 -88.69 1,121 -77.09 0.1530
2016-05-02 2016-03-31 13F VISA INC COM CL A Stock 92826C839 29,068 -34,043 2,223
2016-02-11 2015-12-31 13F VISA INC COM CL A Stock 92826C839 63,111 63,111 4,894 0.3285
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.