Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionGoldstein Advisors, LLC
Latest Disclosed Ownership1,799 shares
Latest Disclosed Value $ 543,606
Goldstein Advisors, LLC reports 35.77% increase in ownership of V / Visa Inc.

On April 28, 2026 - Goldstein Advisors, LLC filed a 13F-HR form disclosing ownership of 1,799 shares of Visa Inc. (MX:V) valued at $543,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,325 shares of Visa Inc.. This represents a change in shares of 35.77% 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 1,799 474 35.77 544 17.03 0.0604
2026-02-10 2025-12-31 13F VISA COM CL A 92826C839 1,325 -167 -11.19 465 -8.84 0.0529
2025-10-21 2025-09-30 13F VISA COM CL A 92826C839 1,492 -353 -19.13 509 -22.17 0.0619
2025-07-29 2025-06-30 13F VISA COM CL A 92826C839 1,845 -434 -19.04 655 -18.05 0.0880
2025-04-23 2025-03-31 13F VISA COM CL A 92826C839 2,279 -126 -5.24 799 5.00 0.1167
2025-01-17 2024-12-31 13F VISA COM CL A 92826C839 2,405 21 0.88 760 16.03 0.1104
2024-10-24 2024-09-30 13F VISA COM CL A 92826C839 2,384 84 3.65 655 8.62 0.0996
2024-07-24 2024-06-30 13F VISA COM CL A 92826C839 2,300 1 0.04 604 -5.93 0.1010
2024-05-13 2024-03-31 13F VISA COM CL A 92826C839 2,299 -79 -3.32 642 3.55 0.1095
2024-02-12 2023-12-31 13F VISA COM CL A 92826C839 2,378 -98 -3.96 619 8.79 0.1044
2023-10-18 2023-09-30 13F VISA COM CL A 92826C839 2,476 190 8.31 570 4.98 0.1189
2023-07-21 2023-06-30 13F VISA COM CL A 92826C839 2,286 -42 -1.80 543 3.44 0.1137
2023-05-09 2023-03-31 13F VISA COM CL A 92826C839 2,328 98 4.39 525 13.17 0.1154
2023-02-03 2022-12-31 13F VISA COM CL A 92826C839 2,230 2,230 463 0.1120
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.