Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionAtticus Wealth Management, Llc
Latest Disclosed Ownership4,829 shares
Latest Disclosed Value $ 1,459,616
Atticus Wealth Management, Llc reports 4.11% decrease in ownership of V / Visa Inc.

On April 28, 2026 - Atticus Wealth Management, Llc filed a 13F-HR form disclosing ownership of 4,829 shares of Visa Inc. (MX:V) valued at $1,459,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,036 shares of Visa Inc.. This represents a change in shares of -4.11% 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)
2026-04-28 2026-03-31 13F VISA COM CL A 92826C839 4,829 -207 -4.11 1,460 -17.38 0.3957
2026-02-09 2025-12-31 13F VISA COM CL A 92826C839 5,036 6 0.12 1,766 2.85 0.4362
2025-11-07 2025-09-30 13F VISA COM CL A 92826C839 5,030 474 10.40 1,717 6.18 0.4334
2025-07-10 2025-06-30 13F VISA COM CL A 92826C839 4,556 803 21.40 1,618 22.97 0.4368
2025-04-22 2025-03-31 13F VISA COM CL A 92826C839 3,753 -65 -1.70 1,315 9.04 0.4292
2025-01-22 2024-12-31 13F VISA COM CL A 92826C839 3,818 95 2.55 1,207 17.89 0.3752
2024-10-15 2024-09-30 13F VISA COM CL A 92826C839 3,723 -89 -2.33 1,024 2.30 0.3286
2024-07-17 2024-06-30 13F VISA COM CL A 92826C839 3,812 -118 -3.00 1,000 -8.76 0.3270
2024-04-17 2024-03-31 13F VISA COM CL A 92826C839 3,930 120 3.15 1,097 10.60 0.3587
2024-01-17 2023-12-31 13F VISA COM CL A 92826C839 3,810 17 0.45 992 13.65 0.3500
2023-11-16 2023-09-30 13F/A-1 VISA COM CL A 92826C839 3,793 21 0.56 872 -2.57 0.3343
2023-10-16 2023-09-30 13F VISA COM CL A 92826C839 3,772 0 896 0.3301
2023-07-21 2023-06-30 13F VISA COM CL A 92826C839 3,772 10 0.27 896 5.54 0.3301
2023-04-17 2023-03-31 13F VISA COM CL A 92826C839 3,762 -91 -2.36 848 6.00 0.3240
2023-01-31 2022-12-31 13F VISA COM CL A 92826C839 3,853 -267 -6.48 801 -1.36 0.3291
2022-10-18 2022-09-30 13F VISA COM CL A 92826C839 4,120 0 0.00 811 0.00 0.3921
2022-07-13 2022-06-30 13F VISA COM CL A 92826C839 4,120 -16 -0.39 811 -11.56 0.3368
2022-04-15 2022-03-31 13F VISA COM CL A 92826C839 4,136 2,236 117.68 917 122.57 0.3348
2022-01-26 2021-12-31 13F VISA COM CL A 92826C839 1,900 -2,106 -52.57 412 -53.81 0.1607
2021-11-09 2021-09-30 13F/A-1 VISA COM CL A 92826C839 4,006 -380 -8.66 892 -13.06 0.3916
2021-10-18 2021-09-30 13F VISA COM CL A 92826C839 4,006 -380 892 0.2561
2021-07-21 2021-06-30 13F VISA COM CL A 92826C839 4,386 -155 -3.41 1,026 6.65 0.4467
2021-04-15 2021-03-31 13F VISA COM CL A 92826C839 4,541 -529 -10.43 962 -13.26 0.4582
2021-01-20 2020-12-31 13F VISA COM CL A 92826C839 5,070 501 10.97 1,109 21.33 0.5583
2020-10-21 2020-09-30 13F VISA COM CL A 92826C839 4,569 -28 -0.61 914 2.93 0.5450
2020-07-15 2020-06-30 13F VISA COM CL A 92826C839 4,597 945 25.88 888 51.02 0.5862
2020-04-23 2020-03-31 13F VISA COM CL A 92826C839 3,652 549 17.69 588 0.86 0.4741
2020-02-03 2019-12-31 13F VISA COM CL A 92826C839 3,103 3,103 583 0.3718
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.