Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionOne Wealth Advisors, LLC
Latest Disclosed Ownership7,579 shares
Latest Disclosed Value $ 2,290,677
One Wealth Advisors, LLC reports 22.28% increase in ownership of V / Visa Inc.

On April 21, 2026 - One Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 7,579 shares of Visa Inc. (CH:V) valued at $2,290,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 6,198 shares of Visa Inc.. This represents a change in shares of 22.28% 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)
2026-04-21 2026-03-31 13F VISA COM CL A 92826C839 7,579 1,381 22.28 2,291 5.38 0.2852
2026-02-02 2025-12-31 13F VISA COM CL A 92826C839 6,198 -193 -3.02 2,174 -0.37 0.2656
2025-11-03 2025-09-30 13F VISA COM CL A 92826C839 6,391 9 0.14 2,182 -3.71 0.2738
2025-07-17 2025-06-30 13F VISA COM CL A 92826C839 6,382 -1,716 -21.19 2,266 -20.19 0.3151
2025-05-06 2025-03-31 13F VISA COM CL A 92826C839 8,098 42 0.52 2,838 11.47 0.4236
2025-01-24 2024-12-31 13F VISA COM CL A 92826C839 8,056 228 2.91 2,546 18.31 0.3777
2024-10-16 2024-09-30 13F VISA COM CL A 92826C839 7,828 -7 -0.09 2,152 5.54 0.3302
2024-08-13 2024-06-30 13F VISA COM CL A 92826C839 7,835 401 5.39 2,039 -1.69 0.4370
2024-04-15 2024-03-31 13F VISA COM CL A 92826C839 7,434 1,773 31.32 2,075 40.80 0.3610
2024-02-13 2023-12-31 13F VISA COM CL A 92826C839 5,661 498 9.65 1,474 24.09 0.2838
2023-11-01 2023-09-30 13F VISA COM CL A 92826C839 5,163 -1 -0.02 1,188 -3.18 0.2639
2023-08-14 2023-06-30 13F VISA COM CL A 92826C839 5,164 37 0.72 1,226 6.15 0.2584
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 5,127 1,155 29.08 1,156 40.00 0.2670
2023-02-14 2022-12-31 13F Visa Inc Common Stock 92826C839 3,972 -3,032 -43.29 825 -33.68 0.1885
2022-11-14 2022-09-30 13F Visa Inc Common Stock 92826C839 7,004 1,962 38.91 1,244 25.28 0.4071
2022-08-15 2022-06-30 13F Visa Inc Common Stock 92826C839 5,042 -751 -12.96 993 -22.72 0.2659
2022-05-16 2022-03-31 13F Visa Inc Common Stock 92826C839 5,793 594 11.43 1,285 14.02 0.3146
2022-02-14 2021-12-31 13F Visa Inc Common Stock 92826C839 5,199 1,957 60.36 1,127 56.09 0.2858
2021-11-15 2021-09-30 13F Visa Inc Common Stock 92826C839 3,242 1 0.03 722 -4.75 0.2117
2021-08-16 2021-06-30 13F Visa Inc Common Stock 92826C839 3,241 771 31.21 758 44.93 0.2400
2021-05-17 2021-03-31 13F Visa Inc Common Stock 92826C839 2,470 68 2.83 523 -0.38 0.2005
2021-02-16 2020-12-31 13F Visa Inc Common Stock 92826C839 2,402 2,402 525 0.2852
2020-11-16 2020-09-30 13F Visa Inc Common Stock 92826C839 0 -3,261 -100.00 0 -100.00
2020-08-14 2020-06-30 13F Visa Inc Common Stock 92826C839 3,261 -223 -6.40 630 12.30 0.5004
2020-05-15 2020-03-31 13F Visa Inc Common Stock 92826C839 3,484 -451 -11.46 561 -24.09 0.5559
2020-02-13 2019-12-31 13F Visa Inc Common Stock 92826C839 3,935 -107 -2.65 739 6.33 0.5459
2019-11-14 2019-09-30 13F Visa Inc Common Stock 92826C839 4,042 2,069 104.87 695 103.22 0.6075
2019-08-14 2019-06-30 13F Visa Inc Common Stock 92826C839 1,973 0 0.00 342 11.04 0.2829
2019-05-15 2019-03-31 13F Visa Inc Common Stock 92826C839 1,973 0 0.00 308 18.46 0.2515
2019-02-15 2018-12-31 13F Visa Inc Common Stock 92826C839 1,973 -147 -6.93 260 -18.24 0.2589
2018-11-14 2018-09-30 13F Visa Inc Common Stock 92826C839 2,120 0 0.00 318 13.17 0.2434
2018-08-14 2018-06-30 13F Visa Inc Common Stock 92826C839 2,120 0 0.00 281 10.63 0.2244
2018-05-15 2018-03-31 13F Visa Inc Total Common Stock 92826C839 2,120 0 0.00 254 5.39 0.2241
2018-02-14 2017-12-31 13F Visa Inc Common Stock 92826C839 2,120 2,120 241 0.1958
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.