Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership6,836 shares
Latest Disclosed Value $ 2,065,993
BSW Wealth Partners reports 0.57% increase in ownership of V / Visa Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 6,836 shares of Visa Inc. (MX:V) valued at $2,065,993 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,797 shares of Visa Inc.. This represents a change in shares of 0.57% 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)
2026-04-14 2026-03-31 13F VISA COM CL A 92826C839 6,836 39 0.57 2,066 -13.34 0.2521
2026-01-23 2025-12-31 13F VISA COM CL A 92826C839 6,797 7 0.10 2,384 2.85 0.2861
2025-10-15 2025-09-30 13F VISA COM CL A 92826C839 6,790 119 1.78 2,318 -2.15 0.2887
2025-07-18 2025-06-30 13F VISA COM CL A 92826C839 6,671 287 4.50 2,369 5.86 0.3246
2025-04-24 2025-03-31 13F VISA COM CL A 92826C839 6,384 59 0.93 2,237 11.96 0.3397
2025-01-22 2024-12-31 13F VISA COM CL A 92826C839 6,325 442 7.51 1,999 23.56 0.2934
2024-10-29 2024-09-30 13F VISA COM CL A 92826C839 5,883 468 8.64 1,618 13.79 0.2428
2024-07-16 2024-06-30 13F VISA COM CL A 92826C839 5,415 65 1.21 1,421 -4.76 0.2332
2024-04-23 2024-03-31 13F VISA COM CL A 92826C839 5,350 429 8.72 1,493 16.47 0.2529
2024-01-25 2023-12-31 13F VISA COM CL A 92826C839 4,921 60 1.23 1,281 14.58 0.2541
2023-10-27 2023-09-30 13F VISA COM CL A 92826C839 4,861 -120 -2.41 1,118 -5.41 0.2487
2023-08-11 2023-06-30 13F VISA COM CL A 92826C839 4,981 -45 -0.90 1,183 4.32 0.2468
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 5,026 97 1.97 1,133 113,200.00 0.2321
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 4,929 359 7.86 1 -99.88 0.2199
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 4,570 138 3.11 812 -6.99 0.1994
2022-08-15 2022-06-30 13F VISA COM CL A 92826C839 4,432 469 11.83 873 -0.68 0.2092
2022-05-16 2022-03-31 13F VISA COM CL A 92826C839 3,963 671 20.38 879 23.28 0.2222
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 3,292 -325 -8.99 713 -11.54 0.1790
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 3,617 14 0.39 806 -4.28 0.2253
2021-08-16 2021-06-30 13F VISA COM CL A 92826C839 3,603 255 7.62 842 18.76 0.2315
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 3,348 222 7.10 709 3.65 0.2048
2021-02-16 2020-12-31 13F VISA COM CL A 92826C839 3,126 58 1.89 684 11.40 0.2103
2020-11-13 2020-09-30 13F VISA COM CL A 92826C839 3,068 -187 -5.75 614 -2.38 0.2304
2020-08-13 2020-06-30 13F VISA COM CL A 92826C839 3,255 499 18.11 629 41.67 0.2108
2020-05-14 2020-03-31 13F VISA COM CL A 92826C839 2,756 221 8.72 444 -6.72 0.1844
2020-02-18 2019-12-31 13F VISA COM CL A 92826C839 2,535 170 7.19 476 16.95 0.1622
2019-11-12 2019-09-30 13F VISA COM CL A 92826C839 2,365 -136 -5.44 407 -6.22 0.1566
2019-08-13 2019-06-30 13F VISA INC COM CL A CL A 92826C839 2,501 985 64.97 434 83.12 0.1641
2019-05-14 2019-03-31 13F VISA INC COM CL A COM CL A 92826C839 1,516 1,516 237 0.0938
2019-02-13 2018-12-31 13F VISA INC COM CL A CL A 92826C839 0 -1,495 -100.00 0 -100.00
2018-11-09 2018-09-30 13F VISA INC COM CL A CL A 92826C839 1,495 1,495 224 0.0853
2018-05-10 2018-03-31 13F VISA COM CL A 92826C839 0 -1,822 -100.00 0 -100.00
2018-02-08 2017-12-31 13F VISA COM CL A 92826C839 1,822 -373 -16.99 208 -9.96 0.0865
2017-11-03 2017-09-30 13F VISA INC COM CL A COM 92826C839 2,195 34 1.57 231 13.79 0.1007
2017-08-08 2017-06-30 13F VISA INC COM CL A COM 92826C839 2,161 2,161 203 0.0924
2016-08-11 2016-06-30 13F VISA INC COM CL A COM 92826C839 0 -2,970 -100.00 0 -100.00
2016-05-12 2016-03-31 13F VISA INC COM CL A COM 92826C839 2,970 -133 -4.29 227 -5.81 0.1279
2016-02-12 2015-12-31 13F VISA INC COM CL A COM 92826C839 3,103 3,103 241 0.1204
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.