Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership3,790 shares
Latest Disclosed Value $ 1,145,538
Bragg Financial Advisors, Inc reports 3.86% increase in ownership of V / Visa Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 3,790 shares of Visa Inc. (MX:V) valued at $1,145,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,649 shares of Visa Inc.. This represents a change in shares of 3.86% 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)
2026-05-15 2026-03-31 13F VISA COM CL A 92826C839 3,790 141 3.86 1,146 -10.48 0.0362
2026-02-13 2025-12-31 13F VISA COM CL A 92826C839 3,649 15 0.41 1,280 3.15 0.0417
2025-11-13 2025-09-30 13F VISA COM CL A 92826C839 3,634 285 8.51 1,241 4.29 0.0410
2025-08-14 2025-06-30 13F VISA COM CL A 92826C839 3,349 192 6.08 1,189 7.50 0.0425
2025-05-14 2025-03-31 13F VISA COM CL A 92826C839 3,157 213 7.24 1,106 18.92 0.0455
2025-02-13 2024-12-31 13F VISA COM CL A 92826C839 2,944 -353 -10.71 931 2.65 0.0377
2024-11-14 2024-09-30 13F VISA COM CL A 92826C839 3,297 -171 -4.93 907 -0.44 0.0373
2024-08-15 2024-06-30 13F VISA COM CL A 92826C839 3,468 79 2.33 910 -3.70 0.0406
2024-05-14 2024-03-31 13F/A-1 VISA COM CL A 92826C839 3,389 -410 -10.79 946 -4.45 0.0424
2024-05-14 2024-03-31 13F VISA COM CL A 92826C839 3,389 -410 946 0.0424
2024-02-14 2023-12-31 13F VISA COM CL A 92826C839 3,799 -65 -1.68 989 11.37 0.0470
2023-11-14 2023-09-30 13F VISA COM CL A 92826C839 3,864 -14 -0.36 889 -3.48 0.0469
2023-08-15 2023-06-30 13F VISA COM CL A 92826C839 3,878 -44 -1.12 921 4.07 0.0506
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 3,922 25 0.64 884 9.27 0.0522
2023-02-15 2022-12-31 13F VISA COM CL A 92826C839 3,897 50 1.30 810 18.45 0.0492
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 3,847 0 0.00 683 -9.78 0.0471
2022-08-15 2022-06-30 13F VISA COM CL A 92826C839 3,847 505 15.11 757 2.16 0.0503
2022-05-11 2022-03-31 13F VISA COM CL A 92826C839 3,342 98 3.02 741 2.49 0.0432
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 3,244 0 0.00 723 0.00 0.0463
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 3,244 103 3.28 723 -1.50 0.0463
2021-08-16 2021-06-30 13F VISA COM CL A 92826C839 3,141 -75 -2.33 734 7.78 0.0469
2021-05-14 2021-03-31 13F VISA COM CL A 92826C839 3,216 230 7.70 681 4.29 0.0459
2021-02-11 2020-12-31 13F VISA COM CL A 92826C839 2,986 -1 -0.03 653 9.38 0.0571
2020-11-13 2020-09-30 13F VISA COM CL A 92826C839 2,987 298 11.08 597 15.03 0.0612
2020-08-14 2020-06-30 13F VISA COM CL A 92826C839 2,689 63 2.40 519 22.70 0.0578
2020-05-15 2020-03-31 13F VISA COM CL A 92826C839 2,626 -185 -6.58 423 -19.89 0.0568
2020-02-14 2019-12-31 13F VISA COM CL A 92826C839 2,811 -308 -9.87 528 -1.49 0.0591
2019-11-14 2019-09-30 13F VISA COM CL A 92826C839 3,119 493 18.77 536 17.54 0.0652
2019-08-14 2019-06-30 13F VISA COM CL A 92826C839 2,626 0 0.00 456 11.22 0.0562
2019-05-13 2019-03-31 13F VISA COM CL A 92826C839 2,626 -68 -2.52 410 15.49 0.0533
2019-02-14 2018-12-31 13F VISA COM CL A 92826C839 2,694 -780 -22.45 355 -31.86 0.0534
2018-11-14 2018-09-30 13F VISA COM CL A 92826C839 3,474 71 2.09 521 15.52 0.0700
2018-08-14 2018-06-30 13F VISA COM CL A 92826C839 3,403 0 0.00 451 10.81 0.0644
2018-05-14 2018-03-31 13F VISA COM CL A 92826C839 3,403 152 4.68 407 9.70 0.0595
2018-02-14 2017-12-31 13F VISA COM CL A 92826C839 3,251 -14 -0.43 371 7.85 0.0533
2017-11-14 2017-09-30 13F VISA COM CL A 92826C839 3,265 -55 -1.66 344 10.61 0.0527
2017-08-14 2017-06-30 13F VISA COM CL A 92826C839 3,320 3,320 311 0.0491
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.