Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership11,368 shares
Latest Disclosed Value $ 3,435,811
180 Wealth Advisors, Llc reports 1.15% decrease in ownership of V / Visa Inc.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 11,368 shares of Visa Inc. (MX:V) valued at $3,435,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 11,500 shares of Visa Inc.. This represents a change in shares of -1.15% 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)
2026-05-01 2026-03-31 13F VISA COM CL A 92826C839 11,368 -132 -1.15 3,436 -14.81 0.3905
2026-01-09 2025-12-31 13F VISA COM CL A 92826C839 11,500 27 0.24 4,033 2.96 0.4592
2025-10-16 2025-09-30 13F VISA COM CL A 92826C839 11,473 1 0.01 3,917 -3.85 0.4772
2025-07-31 2025-06-30 13F VISA COM CL A 92826C839 11,472 -109 -0.94 4,073 0.37 0.5681
2025-04-09 2025-03-31 13F VISA COM CL A 92826C839 11,581 -6 -0.05 4,059 10.84 0.6464
2025-01-14 2024-12-31 13F VISA COM CL A 92826C839 11,587 150 1.31 3,662 16.44 0.5737
2024-11-01 2024-09-30 13F VISA COM CL A 92826C839 11,437 183 1.63 3,145 6.43 0.4950
2024-07-16 2024-06-30 13F VISA COM CL A 92826C839 11,254 346 3.17 2,955 -2.96 0.4819
2024-04-16 2024-03-31 13F VISA COM CL A 92826C839 10,908 423 4.03 3,044 12.16 0.5472
2024-01-25 2023-12-31 13F VISA COM CL A 92826C839 10,485 -733 -6.53 2,714 5.19 0.5432
2023-11-01 2023-09-30 13F VISA COM CL A 92826C839 11,218 427 3.96 2,580 0.51 0.5807
2023-07-12 2023-06-30 13F VISA COM CL A 92826C839 10,791 -114 -1.05 2,568 4.43 0.5639
2023-04-07 2023-03-31 13F VISA COM CL A 92826C839 10,905 16 0.15 2,459 0.49 0.5720
2023-02-02 2022-12-31 13F VISA COM CL A 92826C839 10,889 -151 -1.37 2,447 24.73 0.5754
2022-10-12 2022-09-30 13F VISA COM CL A 92826C839 11,040 1 0.01 1,961 -10.82 0.5397
2022-07-11 2022-06-30 13F VISA COM CL A 92826C839 11,039 2 0.02 2,199 -7.64 0.5615
2022-04-22 2022-03-31 13F VISA COM CL A 92826C839 11,037 146 1.34 2,381 6.15 0.5196
2022-01-26 2021-12-31 13F VISA COM CL A 92826C839 10,891 280 2.64 2,243 -8.49 0.5036
2021-10-28 2021-09-30 13F VISA COM CL A 92826C839 10,611 343 3.34 2,451 0.29 0.5400
2021-08-13 2021-06-30 13F VISA COM CL A 92826C839 10,268 -270 -2.56 2,444 2.26 0.5589
2021-05-25 2021-03-31 13F VISA COM CL A 92826C839 10,538 -114 -1.07 2,390 11.27 0.5926
2021-01-27 2020-12-31 13F VISA COM CL A 92826C839 10,652 -119 -1.10 2,148 0.89 0.6197
2020-10-23 2020-09-30 13F VISA COM CL A 92826C839 10,771 185 1.75 2,129 3.10 0.7983
2020-07-21 2020-06-30 13F VISA COM CL A 92826C839 10,586 -152 -1.42 2,065 22.19 0.8205
2020-04-09 2020-03-31 13F VISA COM CL A 92826C839 10,738 1,052 10.86 1,690 -12.66 0.8772
2020-01-17 2019-12-31 13F VISA COM CL A 92826C839 9,686 726 8.10 1,935 22.01 0.7715
2019-10-22 2019-09-30 13F VISA COM CL A 92826C839 8,960 849 10.47 1,586 9.15 0.7013
2019-08-05 2019-06-30 13F VISA COM CL A 92826C839 8,111 223 2.83 1,453 14.95 0.6539
2019-05-14 2019-03-31 13F VISA COM CL A 92826C839 7,888 3,025 62.20 1,264 73.15 0.5734
2019-01-15 2018-12-31 13F VISA COM CL A 92826C839 4,863 0 0.00 730 0.00 0.3408
2018-11-14 2018-09-30 13F VISA COM CL A 92826C839 4,863 2,294 89.30 730 114.71 0.3375
2018-08-08 2018-06-30 13F VISA COM CL A 92826C839 2,569 15 0.59 340 11.11 0.1685
2018-06-01 2018-03-31 13F VISA COM CL A 92826C839 2,554 -96 -3.62 306 1.32 0.1589
2018-02-13 2017-12-31 13F VISA COM CL A 92826C839 2,650 2,650 302 0.1537
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.