Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership59,767 shares
Latest Disclosed Value $ 18,063,978
Arkadios Wealth Advisors reports 3.59% increase in ownership of V / Visa Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 59,767 shares of Visa Inc. (MX:V) valued at $18,063,978 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 57,697 shares of Visa Inc.. This represents a change in shares of 3.59% 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)
2026-05-18 2026-03-31 13F VISA INC COM CL A Stock 92826C839 59,767 2,070 3.59 18,064 -10.73 0.1902
2026-02-13 2025-12-31 13F VISA INC COM CL A Stock 92826C839 57,697 12,526 27.73 20,235 31.22 0.3923
2025-10-29 2025-09-30 13F VISA INC COM CL A Stock 92826C839 45,171 6,737 17.53 15,420 13.00 0.3699
2025-08-04 2025-06-30 13F VISA INC COM CL A Stock 92826C839 38,434 8,180 27.04 13,646 28.71 0.4024
2025-05-08 2025-03-31 13F VISA INC COM CL A Stock 92826C839 30,254 12,318 68.68 10,603 87.05 0.4005
2025-01-15 2024-12-31 13F VISA INC COM CL A Stock 92826C839 17,936 -496 -2.69 5,668 11.86 0.3092
2024-10-24 2024-09-30 13F VISA INC COM CL A Stock 92826C839 18,432 1,970 11.97 5,068 17.29 0.2870
2024-07-29 2024-06-30 13F VISA INC COM CL A Stock 92826C839 16,462 3,352 25.57 4,321 18.10 0.2914
2024-04-30 2024-03-31 13F VISA INC COM CL A Stock 92826C839 13,110 -23 -0.18 3,659 6.99 0.2836
2024-01-24 2023-12-31 13F VISA INC COM CL A Stock 92826C839 13,133 803 6.51 3,419 20.56 0.2891
2023-10-13 2023-09-30 13F VISA INC COM CL A Stock 92826C839 12,330 1,292 11.71 2,836 8.20 0.2691
2023-07-26 2023-06-30 13F VISA INC COM CL A Stock 92826C839 11,038 4 0.04 2,621 5.39 0.3048
2023-05-02 2023-03-31 13F VISA INC COM CL A Stock 92826C839 11,034 -321 -2.83 2,488 5.43 0.2962
2023-01-11 2022-12-31 13F VISA INC COM CL A Stock 92826C839 11,355 392 3.58 2,359 235,800.00 0.3127
2022-10-21 2022-09-30 13F VISA INC COM CL A Stock 92826C839 10,963 1,650 17.72 2 0.00 0.2952
2022-07-14 2022-06-30 13F VISA INC COM CL A Stock 92826C839 9,313 1,185 14.58 2 0.00 0.2728
2022-05-02 2022-03-31 13F VISA INC COM CL A Stock 92826C839 8,128 1,328 19.53 2 0.00 0.2361
2022-02-03 2021-12-31 13F VISA INC COM CL A Stock 92826C839 6,800 356 5.52 1 0.00 0.1952
2021-10-19 2021-09-30 13F VISA INC COM CL A Stock 92826C839 6,444 -1,988 -23.58 1 0.00 0.2069
2021-07-28 2021-06-30 13F VISA INC COM CL A Stock 92826C839 8,432 1,271 17.75 2 0.00 0.2401
2021-04-26 2021-03-31 13F VISA INC COM CL A Stock 92826C839 7,161 -1,107 -13.39 2 0.00 0.2497
2021-02-09 2020-12-31 13F VISA INC COM CL A Stock 92826C839 8,268 1,510 22.34 2 -99.93 0.3793
2020-11-10 2020-09-30 13F VISA INC COM CL A Common Stock 92826C839 6,758 105 1.58 1,354 5.21 0.6788
2020-08-10 2020-06-30 13F VISA INC COM CL A Common Stock 92826C839 6,653 216 3.36 1,286 24.01 0.7134
2020-05-14 2020-03-31 13F VISA INC COM CL A Common Stock 92826C839 6,437 -1,668 -20.58 1,037 -38.31 0.6610
2020-02-14 2019-12-31 13F VISA INC COM CL A Common Stock 92826C839 8,105 8,105 1,681 1.0069
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.