Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionYoungs Advisory Group, Inc.
Latest Disclosed Ownership1,010 shares
Latest Disclosed Value $ 305,154
Youngs Advisory Group, Inc. reports 3.17% increase in ownership of V / Visa Inc.

On April 22, 2026 - Youngs Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 1,010 shares of Visa Inc. (CH:V) valued at $305,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 979 shares of Visa Inc.. This represents a change in shares of 3.17% 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)
2026-04-22 2026-03-31 13F VISA COM CL A 92826C839 1,010 31 3.17 305 -11.08 0.1084
2026-01-14 2025-12-31 13F VISA COM CL A 92826C839 979 -218 -18.21 343 -15.93 0.1222
2025-10-22 2025-09-30 13F VISA COM CL A 92826C839 1,197 3 0.25 409 -4.00 0.1454
2025-07-17 2025-06-30 13F VISA COM CL A 92826C839 1,194 -229 -16.09 425 -14.83 0.1615
2025-05-09 2025-03-31 13F VISA COM CL A 92826C839 1,423 196 15.97 499 28.94 0.2079
2025-02-13 2024-12-31 13F VISA COM CL A 92826C839 1,227 -13 -1.05 388 13.82 0.1644
2024-11-07 2024-09-30 13F VISA COM CL A 92826C839 1,240 16 1.31 341 5.92 0.1413
2024-07-19 2024-06-30 13F VISA COM CL A 92826C839 1,224 -42 -3.32 321 -9.07 0.1410
2024-05-06 2024-03-31 13F VISA COM CL A 92826C839 1,266 0 0.00 353 7.29 0.1578
2024-01-31 2023-12-31 13F VISA COM CL A 92826C839 1,266 -80 -5.94 330 6.47 0.1651
2023-11-03 2023-09-30 13F VISA COM CL A 92826C839 1,346 0 0.00 310 -3.13 0.1684
2023-08-10 2023-06-30 13F VISA COM CL A 92826C839 1,346 25 1.89 320 7.41 0.1741
2023-05-03 2023-03-31 13F VISA COM CL A 92826C839 1,321 -15 -1.12 298 7.22 0.1669
2023-01-25 2022-12-31 13F VISA COM CL A 92826C839 1,336 -10 -0.74 278 15.90 0.1640
2022-10-18 2022-09-30 13F VISA COM CL A 92826C839 1,346 -949 -41.35 239 -47.12 0.1538
2022-07-13 2022-06-30 13F VISA COM CL A 92826C839 2,295 -57 -2.42 452 -13.41 0.2775
2022-04-29 2022-03-31 13F VISA COM CL A 92826C839 2,352 31 1.34 522 3.78 0.3011
2022-01-26 2021-12-31 13F VISA COM CL A 92826C839 2,321 0 0.00 503 -2.71 0.3173
2021-10-15 2021-09-30 13F VISA COM CL A 92826C839 2,321 0 0.00 517 -4.79 0.3899
2021-07-21 2021-06-30 13F VISA COM CL A 92826C839 2,321 -73 -3.05 543 7.10 0.5789
2021-04-14 2021-03-31 13F VISA COM CL A 92826C839 2,394 80 3.46 507 0.20 0.6335
2021-01-19 2020-12-31 13F VISA COM CL A 92826C839 2,314 -25 -1.07 506 8.12 0.6836
2020-10-22 2020-09-30 13F VISA COM CL A 92826C839 2,339 20 0.86 468 4.46 0.8651
2020-07-28 2020-06-30 13F VISA COM CL A 92826C839 2,319 24 1.05 448 21.08 0.9091
2020-04-28 2020-03-31 13F VISA COM CL A 92826C839 2,295 -1,067 -31.74 370 -41.46 0.4211
2020-02-04 2019-12-31 13F VISA COM CL A 92826C839 3,362 1 0.03 632 9.34 0.5116
2019-10-28 2019-09-30 13F VISA COM CL A 92826C839 3,361 -885 -20.84 578 -21.57 0.4939
2019-07-16 2019-06-30 13F VISA COM CL A 92826C839 4,246 1 0.02 737 11.16 0.6201
2019-04-30 2019-03-31 13F VISA COM CL A 92826C839 4,245 -303 -6.66 663 10.50 0.5751
2019-02-12 2018-12-31 13F VISA COM CL A 92826C839 4,548 -67 -1.45 600 -13.42 0.5271
2018-11-01 2018-09-30 13F VISA COM CL A 92826C839 4,615 6 0.13 693 13.61 0.4840
2018-08-07 2018-06-30 13F VISA COM CL A 92826C839 4,609 2 0.04 610 10.71 0.4259
2018-04-24 2018-03-31 13F VISA COM CL A 92826C839 4,607 22 0.48 551 5.35 0.3961
2018-01-24 2017-12-31 13F VISA COM CL A 92826C839 4,585 202 4.61 523 13.45 0.3971
2017-10-24 2017-09-30 13F VISA COM CL A 92826C839 4,383 -3,173 -41.99 461 -34.98 0.3594
2017-07-10 2017-06-30 13F VISA COM CL A 92826C839 7,556 -169 -2.19 709 3.20 0.5575
2017-04-24 2017-03-31 13F VISA COM CL A 92826C839 7,725 2 0.03 687 13.93 0.5419
2017-01-27 2016-12-31 13F VISA COM CL A 92826C839 7,723 2 0.03 603 -5.63 0.4719
2016-10-21 2016-09-30 13F VISA COM CL A 92826C839 7,721 326 4.41 639 16.61 0.5353
2016-07-19 2016-06-30 13F VISA COM CL A 92826C839 7,395 2 0.03 548 -3.01 0.4586
2016-04-19 2016-03-31 13F VISA COM CL A 92826C839 7,393 -203 -2.67 565 -4.07 0.4803
2016-01-27 2015-12-31 13F VISA COM CL A 92826C839 7,596 7,596 589 0.5618
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.