Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership1,041 shares
Latest Disclosed Value $ 314,632
MBM Wealth Consultants, LLC reports 1.36% increase in ownership of V / Visa Inc.

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 1,041 shares of Visa Inc. (MX:V) valued at $314,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,027 shares of Visa Inc.. This represents a change in shares of 1.36% 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)
2026-04-20 2026-03-31 13F VISA COM CL A 92826C839 1,041 14 1.36 315 -12.78 0.0722
2026-01-26 2025-12-31 13F VISA COM CL A 92826C839 1,027 -173 -14.42 360 -11.98 0.0856
2025-10-31 2025-09-30 13F VISA COM CL A 92826C839 1,200 -14 -1.15 410 -5.10 0.1017
2025-08-13 2025-06-30 13F VISA COM CL A 92826C839 1,214 0 0.00 431 1.41 0.1154
2025-04-28 2025-03-31 13F VISA COM CL A 92826C839 1,214 -220 -15.34 425 -5.56 0.1257
2025-01-17 2024-12-31 13F VISA COM CL A 92826C839 1,434 -32 -2.18 451 11.66 0.1342
2024-10-07 2024-09-30 13F VISA COM CL A 92826C839 1,466 0 0.00 403 3.60 0.1271
2024-07-30 2024-06-30 13F VISA COM CL A 92826C839 1,466 220 17.66 389 12.10 0.1328
2024-04-18 2024-03-31 13F VISA COM CL A 92826C839 1,246 0 0.00 348 2.06 0.1223
2024-01-30 2023-12-31 13F VISA COM CL A 92826C839 1,246 -115 -8.45 341 5.26 0.1274
2023-10-19 2023-09-30 13F VISA COM CL A 92826C839 1,361 -284 -17.26 323 -18.84 0.1406
2023-07-24 2023-06-30 13F VISA COM CL A 92826C839 1,645 -177 -9.71 398 0.1706
2023-05-31 2023-03-31 13F VISA COM CL A 92826C839 1,822 0 0.00 0 -100.00 0.1517
2023-02-15 2022-12-31 13F VISA CL A 92826C839 1,822 111 6.49 4 -99.04 1.7482
2022-10-24 2022-09-30 13F VISA CL A 92826C839 1,711 173 11.25 311 2.64 0.1499
2022-08-15 2022-06-30 13F VISA CL A 92826C839 1,538 -216 -12.31 303 -22.11 0.1481
2022-05-16 2022-03-31 13F VISA CL A 92826C839 1,754 -107 -5.75 389 -3.47 0.1616
2022-02-15 2021-12-31 13F VISA CL A 92826C839 1,861 41 2.25 403 -0.49 0.1672
2021-11-16 2021-09-30 13F VISA CL A 92826C839 1,820 -92 -4.81 405 -9.40 0.1849
2021-08-13 2021-06-30 13F VISA CL A 92826C839 1,912 -32 -1.65 447 8.50 0.2097
2021-05-10 2021-03-31 13F VISA CL A 92826C839 1,944 -498 -20.39 412 -22.85 0.2092
2021-02-09 2020-12-31 13F VISA CL A 92826C839 2,442 -82 -3.25 534 5.74 0.2908
2020-11-12 2020-09-30 13F VISA CL A 92826C839 2,524 -156 -5.82 505 -2.51 0.3225
2020-08-07 2020-06-30 13F VISA CL A 92826C839 2,680 -2,246 -45.59 518 -34.76 0.3653
2020-05-13 2020-03-31 13F VISA CL A 92826C839 4,926 -313 -5.97 794 -19.31 0.6572
2020-02-11 2019-12-31 13F VISA CL A 92826C839 5,239 -386 -6.86 984 1.65 0.7294
2019-10-30 2019-09-30 13F VISA CL A 92826C839 5,625 -639 -10.20 968 -11.76 0.7605
2019-07-30 2019-06-30 13F VISA CL A 92826C839 6,264 -9 -0.14 1,097 11.94 0.9118
2019-04-25 2019-03-31 13F VISA CL A 92826C839 6,273 -288 -4.39 980 13.16 0.8593
2019-02-13 2018-12-31 13F VISA CL A 92826C839 6,561 6,561 866 0.8444
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.