Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership41,467 shares
Latest Disclosed Value $ 12,533,120
Sowell Financial Services LLC reports 7.42% increase in ownership of V / Visa Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 41,467 shares of Visa Inc. (CH:V) valued at $12,533,120 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 38,602 shares of Visa Inc.. This represents a change in shares of 7.42% 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)
2026-04-20 2026-03-31 13F VISA COM CL A 92826C839 41,467 2,865 7.42 12,533 -7.42 0.4635
2026-01-21 2025-12-31 13F VISA COM CL A 92826C839 38,602 -366 -0.94 13,538 1.77 0.4973
2025-10-17 2025-09-30 13F VISA COM CL A 92826C839 38,968 -63 -0.16 13,303 -4.01 0.5105
2025-07-14 2025-06-30 13F VISA COM CL A 92826C839 39,031 -253 -0.64 13,858 0.66 0.5644
2025-04-17 2025-03-31 13F VISA COM CL A 92826C839 39,284 -2,439 -5.85 13,767 4.41 0.6265
2025-02-07 2024-12-31 13F VISA COM CL A 92826C839 41,723 10,506 33.65 13,186 53.63 0.6935
2024-10-04 2024-09-30 13F VISA COM CL A 92826C839 31,217 -236 -0.75 8,583 3.96 0.3987
2024-08-13 2024-06-30 13F VISA COM CL A 92826C839 31,453 -84 -0.27 8,256 -6.19 0.3943
2024-05-03 2024-03-31 13F VISA COM CL A 92826C839 31,537 1,123 3.69 8,801 11.15 0.4151
2024-01-24 2023-12-31 13F VISA COM CL A 92826C839 30,414 1,002 3.41 7,918 17.04 0.4289
2023-11-08 2023-09-30 13F VISA COM CL A 92826C839 29,412 2,497 9.28 6,765 5.85 0.4246
2023-08-14 2023-06-30 13F VISA COM CL A 92826C839 26,915 4,417 19.63 6,391 127,720.00 0.3563
2023-05-12 2023-03-31 13F VISA STOCK 92826C839 22,498 -5,410 -19.39 5 0.00 0.3914
2023-02-09 2022-12-31 13F Visa Inc Stock 92826C839 27,908 3,810 15.81 6 -99.88 0.3753
2022-11-15 2022-09-30 13F Visa Inc Stock 92826C839 24,098 -3,708 -13.34 4,281 -21.81 0.4316
2022-08-15 2022-06-30 13F VISA Stock 92826C839 27,806 16,622 148.62 5,475 129.37 0.5060
2022-05-13 2022-03-31 13F VISA Stock 92826C839 11,184 -25,388 -69.42 2,387 -69.88 0.4170
2022-02-09 2021-12-31 13F VISA INC COM CL A Stock 92826C839 36,572 -196 -0.53 7,926 -3.22 0.4545
2021-11-04 2021-09-30 13F VISA INC COM CL A Stock 92826C839 36,768 -2,936 -7.39 8,190 -11.78 0.5531
2021-08-05 2021-06-30 13F VISA INC COM CL A Stock 92826C839 39,704 -5,108 -11.40 9,284 -10.44 0.6151
2021-05-07 2021-03-31 13F VISA INC COM CL A Stock 92826C839 44,812 5,226 13.20 10,366 19.71 0.3608
2021-01-13 2020-12-31 13F VISA INC COM CL A COM 92826C839 39,586 -1,386 -3.38 8,659 5.69 0.3699
2020-11-12 2020-09-30 13F VISA INC COM CL A COM 92826C839 40,972 8,436 25.93 8,193 30.36 0.4092
2020-08-13 2020-06-30 13F VISA INC COM CL A Stock 92826C839 32,536 5,359 19.72 6,285 43.53 0.3454
2020-05-12 2020-03-31 13F VISA INC COM CL A Stock 92826C839 27,177 1,186 4.56 4,379 -10.34 0.3241
2020-02-07 2019-12-31 13F VISA INC COM CL A Stock 92826C839 25,991 1,746 7.20 4,884 17.12 0.3722
2019-11-14 2019-09-30 13F VISA INC COM CL A COM 92826C839 24,245 4,748 24.35 4,170 36.95 0.3446
2019-05-15 2019-03-31 13F VISA INC COM CL A Stock 92826C839 19,497 5,555 39.84 3,045 65.49 0.3399
2019-03-05 2018-12-31 13F VISA COM CL A 92826C839 13,942 1,482 11.89 1,840 -1.60 0.2606
2018-11-13 2018-09-30 13F VISA COM CL A 92826C839 12,460 711 6.05 1,870 13.54 0.2715
2018-08-14 2018-06-30 13F VISA COM CL A 92826C839 11,749 624 5.61 1,647 17.14 0.3496
2018-05-10 2018-03-31 13F VISA COM CL A 92826C839 11,125 -1,942 -14.86 1,406 -12.62 0.3513
2018-01-29 2017-12-31 13F VISA COM CL A 92826C839 13,067 6,765 107.35 1,609 129.86 0.3934
2017-11-07 2017-09-30 13F VISA COM CL A 92826C839 6,302 464 7.95 700 18.44 0.1825
2017-08-14 2017-06-30 13F VISA COM CL A 92826C839 5,838 43 0.74 591 7.65 0.1678
2017-05-31 2017-03-31 13F VISA COM CL A 92826C839 5,795 776 15.46 549 25.92 0.1621
2017-02-27 2016-12-31 13F Visa Inc Com Cl A COM CL A 92826C839 5,019 5,019 436 0.1460
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.