Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership91,458 shares
Latest Disclosed Value $ 27,642,250
Merit Financial Group, LLC reports 2.74% increase in ownership of V / Visa Inc.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 91,458 shares of Visa Inc. (MX:V) valued at $27,642,250 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 89,023 shares of Visa Inc.. This represents a change in shares of 2.74% 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)
2026-04-15 2026-03-31 13F VISA COM CL A 92826C839 91,458 2,435 2.74 27,642 -11.46 0.1589
2026-01-26 2025-12-31 13F VISA COM CL A 92826C839 89,023 7,737 9.52 31,221 12.51 0.2504
2025-11-07 2025-09-30 13F/A-1 VISA COM CL A 92826C839 81,286 -1,553 -1.87 27,749 -5.65 0.2549
2025-10-20 2025-09-30 13F VISA COM CL A 92826C839 81,286 -1,553 27,749 0.2548
2025-07-22 2025-06-30 13F VISA COM CL A 92826C839 82,839 23,809 40.33 29,412 42.17 0.3280
2025-04-09 2025-03-31 13F VISA COM CL A 92826C839 59,030 6,909 13.26 20,688 25.59 0.3099
2025-01-15 2024-12-31 13F VISA COM CL A 92826C839 52,121 12,636 32.00 16,472 51.73 0.2960
2024-10-17 2024-09-30 13F VISA COM CL A 92826C839 39,485 -5,562 -12.35 10,856 -8.18 0.2427
2024-08-13 2024-06-30 13F VISA COM CL A 92826C839 45,047 1,921 4.45 11,823 2.12 0.2607
2024-05-06 2024-03-31 13F VISA COM CL A 92826C839 43,126 20,946 94.44 11,579 100.52 0.2758
2024-02-06 2023-12-31 13F VISA COM CL A 92826C839 22,180 -10,500 -32.13 5,775 -23.18 0.1757
2023-11-07 2023-09-30 13F VISA COM CL A 92826C839 32,680 3,032 10.23 7,517 6.76 0.2459
2023-08-01 2023-06-30 13F VISA COM CL A 92826C839 29,648 2,580 9.53 7,041 15.37 0.2279
2023-04-24 2023-03-31 13F VISA COM CL A 92826C839 27,068 1,220 4.72 6,103 13.63 0.2219
2023-01-13 2022-12-31 13F VISA COM CL A 92826C839 25,848 5,804 28.96 5,370 50.80 0.1943
2022-10-31 2022-09-30 13F VISA COM CL A 92826C839 20,044 -5,769 -22.35 3,561 -29.93 0.1545
2022-08-08 2022-06-30 13F VISA COM CL A 92826C839 25,813 14,578 129.76 5,082 103.93 0.1573
2022-05-13 2022-03-31 13F VISA COM CL A 92826C839 11,235 3,123 38.50 2,492 41.75 0.1503
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 8,112 130 1.63 1,758 -1.12 0.1724
2021-10-27 2021-09-30 13F VISA COM CL A 92826C839 7,982 70 0.88 1,778 -3.89 0.1861
2021-08-16 2021-06-30 13F VISA COM CL A 92826C839 7,912 561 7.63 1,850 18.89 0.1739
2021-05-18 2021-03-31 13F VISA COM CL A 92826C839 7,351 -351 -4.56 1,556 -7.66 0.1628
2021-02-12 2020-12-31 13F VISA COM CL A 92826C839 7,702 82 1.08 1,685 10.56 0.1628
2020-11-10 2020-09-30 13F VISA COM CL A 92826C839 7,620 66 0.87 1,524 4.46 0.1392
2020-08-13 2020-06-30 13F VISA COM CL A 92826C839 7,554 254 3.48 1,459 24.06 0.1452
2020-05-05 2020-03-31 13F VISA COM CL A 92826C839 7,300 361 5.20 1,176 -9.82 0.1314
2020-01-16 2019-12-31 13F VISA COM CL A 92826C839 6,939 3,001 76.21 1,304 92.61 0.1154
2019-11-25 2019-09-30 13F VISA Common Stock 92826C839 3,938 429 12.23 677 11.17 0.0740
2019-08-13 2019-06-30 13F VISA Common Stock 92826C839 3,509 151 4.50 609 16.22 0.0714
2019-05-16 2019-03-31 13F VISA Common Stock 92826C839 3,358 3,358 524 0.0639
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.