Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership33,611 shares
Latest Disclosed Value $ 10,158,572
Evercore Wealth Management, LLC reports 3.85% decrease in ownership of V / Visa Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 33,611 shares of Visa Inc. (MX:V) valued at $10,158,572 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 34,956 shares of Visa Inc.. This represents a change in shares of -3.85% 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 33,611 -1,345 -3.85 10,159 -17.14 0.0862
2026-02-17 2025-12-31 13F VISA COM CL A 92826C839 34,956 -419 -1.18 12,260 1.52 0.1796
2025-11-14 2025-09-30 13F VISA COM CL A 92826C839 35,375 -141 -0.40 12,076 -4.23 0.1772
2025-08-14 2025-06-30 13F VISA COM CL A 92826C839 35,516 -1,282 -3.48 12,610 -2.23 0.1961
2025-05-15 2025-03-31 13F VISA COM CL A 92826C839 36,798 -901 -2.39 12,896 8.24 0.2072
2025-02-14 2024-12-31 13F VISA COM CL A 92826C839 37,699 -609 -1.59 11,914 13.12 0.1785
2024-11-14 2024-09-30 13F VISA COM CL A 92826C839 38,308 -1,274 -3.22 10,533 1.39 0.1580
2024-08-14 2024-06-30 13F VISA COM CL A 92826C839 39,582 -717 -1.78 10,389 -7.63 0.1635
2024-05-15 2024-03-31 13F VISA COM CL A 92826C839 40,299 -2,094 -4.94 11,247 1.90 0.1763
2024-02-14 2023-12-31 13F VISA COM CL A 92826C839 42,393 -850 -1.97 11,037 10.96 0.1851
2023-11-14 2023-09-30 13F VISA COM CL A 92826C839 43,243 -2,493 -5.45 9,946 -8.42 0.1862
2023-08-04 2023-06-30 13F VISA COM CL A 92826C839 45,736 -651 -1.40 10,861 3.85 0.1992
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 46,387 -377 -0.81 10,458 7.65 0.2085
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 46,764 1,323 2.91 9,716 20.34 0.2036
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 45,441 -766 -1.66 8,073 -11.27 0.1821
2022-08-15 2022-06-30 13F VISA COM CL A 92826C839 46,207 -39 -0.08 9,098 -11.29 0.1918
2022-05-16 2022-03-31 13F VISA COM CL A 92826C839 46,246 11,053 31.41 10,256 34.45 0.1814
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 35,193 -473 -1.33 7,628 -3.98 0.1240
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 35,666 -1,329 -3.59 7,944 -8.16 0.1438
2021-08-16 2021-06-30 13F VISA COM CL A 92826C839 36,995 -223 -0.60 8,650 9.76 0.1583
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 37,218 -459 -1.22 7,881 -4.37 0.1561
2021-02-16 2020-12-31 13F VISA COM CL A 92826C839 37,677 3,804 11.23 8,241 21.66 0.1776
2020-11-16 2020-09-30 13F VISA COM CL A 92826C839 33,873 776 2.34 6,774 5.96 0.1658
2020-08-13 2020-06-30 13F VISA COM CL A 92826C839 33,097 2,902 9.61 6,393 31.41 0.1708
2020-05-14 2020-03-31 13F VISA COM CL A 92826C839 30,195 1,109 3.81 4,865 -10.98 0.1604
2020-02-13 2019-12-31 13F VISA COM CL A 92826C839 29,086 1,503 5.45 5,465 15.17 0.1472
2019-11-14 2019-09-30 13F VISA COM CL A 92826C839 27,583 1,212 4.60 4,745 3.67 0.1392
2019-08-13 2019-06-30 13F VISA COM CL A 92826C839 26,371 2,098 8.64 4,577 20.73 0.1390
2019-05-14 2019-03-31 13F VISA COM CL A 92826C839 24,273 5,082 26.48 3,791 49.72 0.1221
2019-02-13 2018-12-31 13F VISA COM CL A 92826C839 19,191 2,228 13.13 2,532 -0.55 0.0956
2018-11-13 2018-09-30 13F VISA COM CL A 92826C839 16,963 438 2.65 2,546 16.31 0.0814
2018-08-14 2018-06-30 13F VISA COM CL A 92826C839 16,525 -63 -0.38 2,189 10.33 0.0748
2018-05-14 2018-03-31 13F VISA COM CL A 92826C839 16,588 -87 -0.52 1,984 4.37 0.0758
2018-02-13 2017-12-31 13F VISA COM CL A 92826C839 16,675 705 4.41 1,901 13.09 0.0707
2017-11-13 2017-09-30 13F VISA COM CL A 92826C839 15,970 -100 -0.62 1,681 11.55 0.0655
2017-08-11 2017-06-30 13F VISA COM CL A 92826C839 16,070 -856 -5.06 1,507 0.13 0.0582
2017-05-12 2017-03-31 13F VISA COM CL A 92826C839 16,926 -1,960 -10.38 1,505 2.10 0.0589
2017-02-08 2016-12-31 13F VISA COM CL A 92826C839 18,886 896 4.98 1,474 -0.87 0.0611
2016-11-10 2016-09-30 13F VISA COM CL A 92826C839 17,990 1,584 9.66 1,487 22.19 0.0615
2016-09-20 2016-06-30 13F/A-1 VISA COM CL A 92826C839 16,406 -215 -1.29 1,217 -4.32 0.0538
2016-08-01 2016-06-30 13F VISA COM CL A 92826C839 16,285 1,208
2016-05-02 2016-03-31 13F VISA COM CL A 92826C839 16,621 26 0.16 1,272 -1.17 0.0562
2016-02-16 2015-12-31 13F VISA COM CL A 92826C839 16,595 1,590 10.60 1,287 23.16 0.0597
2015-11-16 2015-09-30 13F VISA COM CL A 92826C839 15,005 -1,830 -10.87 1,045 -7.44 0.0499
2015-08-06 2015-06-30 13F VISA COM CL A 92826C839 16,835 4,723 38.99 1,129 42.37 0.0510
2015-05-06 2015-03-31 13F VISA COM CL A 92826C839 12,112 9,426 350.93 793 12.48 0.0364
2015-02-13 2014-12-31 13F VISA COM CL A 92826C839 2,686 57 2.17 705 25.67 0.0351
2014-11-13 2014-09-30 13F VISA COM CL A 92826C839 2,629 -1,246 -32.15 561 -31.25 0.0281
2014-08-14 2014-06-30 13F VISA COM CL A 92826C839 3,875 -309 -7.39 816 -9.53 0.0421
2014-05-15 2014-03-31 13F VISA COM CL A 92826C839 4,184 -1,199 -22.27 902 -24.71 0.0506
2014-02-11 2013-12-31 13F VISA COM CL A 92826C839 5,383 1,935 56.12 1,198 82.07 0.0658
2013-11-13 2013-09-30 13F VISA COM CL A 92826C839 3,448 -347 -9.14 658 -5.32 0.0377
2013-08-14 2013-06-30 13F VISA COM CL A 92826C839 3,795 3,795 695 0.0393
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.