Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionMeasured Wealth Private Client Group, LLC
Latest Disclosed Ownership665 shares
Latest Disclosed Value $ 200,990
Measured Wealth Private Client Group, LLC ownership in V / Visa Inc.

On May 13, 2026 - Measured Wealth Private Client Group, LLC filed a 13F-HR form disclosing ownership of 665 shares of Visa Inc. (MX:V) valued at $200,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 665 shares of Visa Inc.. This represents a change in shares of 0.00% 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 665 0 0.00 201 -14.16 0.0549
2026-02-10 2025-12-31 13F VISA COM CL A 92826C839 665 -140 -17.39 233 -14.96 0.0617
2025-11-14 2025-09-30 13F VISA COM CL A 92826C839 805 -289 -26.42 275 -29.38 0.0741
2025-08-13 2025-06-30 13F VISA COM CL A 92826C839 1,094 270 32.77 388 34.72 0.1162
2025-05-12 2025-03-31 13F VISA COM CL A 92826C839 824 -388 -32.01 289 -24.80 0.0927
2025-01-27 2024-12-31 13F VISA COM CL A 92826C839 1,212 12 1.00 383 16.41 0.1238
2024-10-28 2024-09-30 13F VISA COM CL A 92826C839 1,200 -354 -22.78 330 -19.16 0.1104
2024-08-12 2024-06-30 13F VISA COM CL A 92826C839 1,554 0 0.00 408 -6.00 0.1433
2024-04-18 2024-03-31 13F VISA COM CL A 92826C839 1,554 0 0.00 434 7.18 0.1515
2024-02-06 2023-12-31 13F VISA COM CL A 92826C839 1,554 0 0.00 405 13.17 0.1491
2023-10-18 2023-09-30 13F VISA COM CL A 92826C839 1,554 -279 -15.22 357 -17.93 0.1437
2023-07-20 2023-06-30 13F VISA COM CL A 92826C839 1,833 0 0.00 435 5.33 0.1653
2023-05-01 2023-03-31 13F VISA COM CL A 92826C839 1,833 -62 -3.27 413 5.09 0.1592
2023-01-23 2022-12-31 13F VISA COM CL A 92826C839 1,895 -121 -6.00 394 9.78 0.1621
2022-10-27 2022-09-30 13F VISA COM CL A 92826C839 2,016 -141 -6.54 358 -15.76 0.1582
2022-07-25 2022-06-30 13F VISA COM CL A 92826C839 2,157 725 50.63 425 33.65 0.1877
2022-05-03 2022-03-31 13F VISA COM CL A 92826C839 1,432 15 1.06 318 3.58 0.1169
2022-01-28 2021-12-31 13F VISA COM CL A 92826C839 1,417 0 0.00 307 -2.85 0.1085
2021-11-01 2021-09-30 13F VISA COM CL A 92826C839 1,417 -174 -10.94 316 -15.05 0.1217
2021-08-05 2021-06-30 13F VISA COM CL A 92826C839 1,591 87 5.78 372 16.98 0.1184
2021-05-04 2021-03-31 13F VISA COM CL A 92826C839 1,504 -17 -1.12 318 -4.50 0.1128
2021-01-20 2020-12-31 13F VISA COM CL A 92826C839 1,521 -13 -0.85 333 8.47 0.1387
2020-10-15 2020-09-30 13F VISA COM CL A 92826C839 1,534 236 18.18 307 22.31 0.1485
2020-08-03 2020-06-30 13F VISA COM CL A 92826C839 1,298 1,298 251 0.1464
2019-10-11 2019-09-30 13F VISA COM CL A 92826C839 0 -3,463 -100.00 0 -100.00
2019-07-26 2019-06-30 13F VISA COM CL A 92826C839 3,463 -585 -14.45 601 -4.91 0.3470
2019-05-07 2019-03-31 13F VISA COM CL A 92826C839 4,048 1,620 66.72 632 97.50 0.3895
2019-02-07 2018-12-31 13F VISA COM CL A 92826C839 2,428 -1,311 -35.06 320 -42.96 0.2902
2018-11-14 2018-09-30 13F VISA COM CL A 92826C839 3,739 1,114 42.44 561 61.67 0.3367
2018-08-14 2018-06-30 13F VISA INC COM CL A COM CL A 92826C839 2,625 2,625 347 0.2825
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.