Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership5,811 shares
Latest Disclosed Value $ 1,756,621
Buckley Wealth Management, LLC reports 27.10% increase in ownership of V / Visa Inc.

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 5,811 shares of Visa Inc. (MX:V) valued at $1,756,621 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,572 shares of Visa Inc.. This represents a change in shares of 27.10% 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)
2026-05-13 2026-03-31 13F VISA COM CL A 92826C839 5,811 1,239 27.10 1,757 9.54 0.4483
2026-02-12 2025-12-31 13F VISA COM CL A 92826C839 4,572 -13 -0.28 1,603 2.43 0.4251
2025-11-14 2025-09-30 13F VISA COM CL A 92826C839 4,585 -99 -2.11 1,565 -5.89 0.4286
2025-08-11 2025-06-30 13F VISA COM CL A 92826C839 4,684 -18 -0.38 1,663 0.97 0.4977
2025-05-15 2025-03-31 13F VISA COM CL A 92826C839 4,702 18 0.38 1,648 11.28 0.5126
2025-02-10 2024-12-31 13F VISA COM CL A 92826C839 4,684 -1,451 -23.65 1,480 -12.22 0.4532
2024-10-18 2024-09-30 13F VISA COM CL A 92826C839 6,135 1,595 35.13 1,687 41.56 0.5196
2024-07-24 2024-06-30 13F VISA COM CL A 92826C839 4,540 -18 -0.39 1,192 -6.37 0.3777
2024-04-16 2024-03-31 13F VISA COM CL A 92826C839 4,558 -110 -2.36 1,272 4.69 0.4079
2024-01-18 2023-12-31 13F VISA COM CL A 92826C839 4,668 -55 -1.16 1,215 11.88 0.4219
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 4,723 -1,606 -25.38 1,086 -27.74 0.4064
2023-07-12 2023-06-30 13F VISA COM CL A 92826C839 6,329 1,971 45.23 1,503 53.05 0.5112
2023-04-14 2023-03-31 13F VISA COM CL A 92826C839 4,358 -342 -7.28 983 0.61 0.3618
2023-02-10 2022-12-31 13F VISA COM CL A 92826C839 4,700 -229 -4.65 976 11.42 0.3554
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 4,929 -1,347 -21.46 876 -29.13 0.3229
2022-08-04 2022-06-30 13F VISA COM CL A 92826C839 6,276 -99 -1.55 1,236 -12.59 0.3977
2022-05-06 2022-03-31 13F VISA COM CL A 92826C839 6,375 1,509 31.01 1,414 34.03 0.3827
2022-02-02 2021-12-31 13F VISA COM CL A 92826C839 4,866 1,803 58.86 1,055 54.69 0.3080
2021-11-09 2021-09-30 13F VISA COM CL A 92826C839 3,063 263 9.39 682 4.12 0.2205
2021-07-27 2021-06-30 13F VISA COM CL A 92826C839 2,800 522 22.91 655 35.89 0.2247
2021-04-30 2021-03-31 13F VISA COM CL A 92826C839 2,278 266 13.22 482 9.55 0.1787
2021-01-20 2020-12-31 13F VISA COM CL A 92826C839 2,012 245 13.87 440 24.65 0.1804
2020-10-19 2020-09-30 13F VISA COM CL A 92826C839 1,767 -268 -13.17 353 -10.18 0.1585
2020-07-15 2020-06-30 13F VISA COM CL A 92826C839 2,035 -408 -16.70 393 -0.25 0.1782
2020-04-10 2020-03-31 13F VISA COM CL A 92826C839 2,443 466 23.57 394 6.20 0.2138
2020-01-16 2019-12-31 13F VISA COM CL A 92826C839 1,977 58 3.02 371 12.42 0.1684
2019-10-11 2019-09-30 13F VISA COM CL A 92826C839 1,919 -878 -31.39 330 -31.96 0.1615
2019-07-19 2019-06-30 13F VISA COM CL A 92826C839 2,797 -36 -1.27 485 9.73 0.2270
2019-04-11 2019-03-31 13F VISA COM CL A 92826C839 2,833 -19 -0.67 442 17.55 0.2094
2019-02-01 2018-12-31 13F VISA COM CL A 92826C839 2,852 90 3.26 376 -9.40 0.1938
2018-10-25 2018-09-30 13F VISA COM CL A 92826C839 2,762 402 17.03 415 32.59 0.1812
2018-07-31 2018-06-30 13F VISA COM CL A 92826C839 2,360 -284 -10.74 313 -0.95 0.1480
2018-05-08 2018-03-31 13F VISA COM CL A 92826C839 2,644 0 0.00 316 4.98 0.1562
2018-02-07 2017-12-31 13F VISA COM CL A 92826C839 2,644 2,644 301 0.1510
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.