Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionAbound Wealth Management
Latest Disclosed Ownership930 shares
Latest Disclosed Value $ 281,215
Abound Wealth Management reports 31.91% increase in ownership of V / Visa Inc.

On April 10, 2026 - Abound Wealth Management filed a 13F-HR form disclosing ownership of 930 shares of Visa Inc. (MX:V) valued at $281,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 705 shares of Visa Inc.. This represents a change in shares of 31.91% 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)
2026-04-10 2026-03-31 13F VISA COM CL A 92826C839 930 225 31.91 281 13.77 0.0639
2026-01-12 2025-12-31 13F VISA COM CL A 92826C839 705 -174 -19.80 247 -17.67 0.0579
2025-10-10 2025-09-30 13F VISA COM CL A 92826C839 879 122 16.12 300 11.94 0.0751
2025-07-14 2025-06-30 13F VISA COM CL A 92826C839 757 -110 -12.69 269 -11.84 0.0759
2025-04-17 2025-03-31 13F VISA COM CL A 92826C839 867 -79 -8.35 304 1.67 0.1015
2025-01-13 2024-12-31 13F VISA COM CL A 92826C839 946 -4 -0.42 299 14.56 0.0959
2024-11-04 2024-09-30 13F VISA COM CL A 92826C839 950 107 12.69 261 18.10 0.0867
2024-08-09 2024-06-30 13F VISA COM CL A 92826C839 843 65 8.35 221 1.84 0.0816
2024-08-08 2024-03-31 13F VISA COM CL A 92826C839 778 -95 -10.88 217 -4.41 0.0827
2024-08-08 2023-12-31 13F VISA COM CL A 92826C839 873 43 5.18 227 19.47 0.0912
2024-08-08 2023-09-30 13F VISA COM CL A 92826C839 830 11 1.34 191 -2.06 0.0813
2024-08-08 2023-06-30 13F VISA COM CL A 92826C839 819 317 63.15 194 71.68 0.0813
2024-08-07 2023-03-31 13F VISA COM CL A 92826C839 502 -382 -43.21 113 -38.25 0.0507
2024-08-07 2022-12-31 13F VISA COM CL A 92826C839 884 435 96.88 184 131.65 0.0900
2024-08-07 2022-09-30 13F VISA COM CL A 92826C839 449 449 80 0.0431
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.