Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionNadler Financial Group, Inc.
Latest Disclosed Ownership2,445 shares
Latest Disclosed Value $ 738,874
Nadler Financial Group, Inc. reports 14.24% decrease in ownership of V / Visa Inc.

On May 4, 2026 - Nadler Financial Group, Inc. filed a 13F-HR form disclosing ownership of 2,445 shares of Visa Inc. (MX:V) valued at $738,874 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,851 shares of Visa Inc.. This represents a change in shares of -14.24% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F Visa Stock 92826C839 2,445 -406 -14.24 739 -26.13 0.0712
2026-01-28 2025-12-31 13F Visa Stock 92826C839 2,851 8 0.28 1,000 2.99 0.0930
2025-10-30 2025-09-30 13F Visa Stock 92826C839 2,843 300 11.80 970 7.54 0.0925
2025-07-28 2025-06-30 13F Visa Stock 92826C839 2,543 -168 -6.20 903 -5.05 0.0925
2025-04-24 2025-03-31 13F VISA COM CL A 92826C839 2,711 135 5.24 950 16.71 0.1052
2025-01-24 2024-12-31 13F VISA COM CL A 92826C839 2,576 149 6.14 814 22.04 0.0858
2024-10-28 2024-09-30 13F VISA COM CL A 92826C839 2,427 455 23.07 667 29.01 0.0736
2024-07-22 2024-06-30 13F VISA COM CL A 92826C839 1,972 0 0.00 518 -6.00 0.0608
2024-04-26 2024-03-31 13F VISA COM CL A 92826C839 1,972 72 3.79 550 11.34 0.0679
2024-02-02 2023-12-31 13F VISA COM CL A 92826C839 1,900 44 2.37 495 15.96 0.0666
2023-10-24 2023-09-30 13F VISA COM CL A 92826C839 1,856 -33 -1.75 427 -4.91 0.0647
2023-07-31 2023-06-30 13F VISA COM CL A 92826C839 1,889 0 0.00 449 5.41 0.0656
2023-04-19 2023-03-31 13F VISA COM CL A 92826C839 1,889 0 0.00 426 8.42 0.0678
2023-01-30 2022-12-31 13F VISA COM CL A 92826C839 1,889 -75 -3.82 392 12.32 0.0685
2022-10-31 2022-09-30 13F VISA COM CL A 92826C839 1,964 4 0.20 349 -9.59 0.0664
2022-07-20 2022-06-30 13F VISA COM CL A 92826C839 1,960 -96 -4.67 386 -15.35 0.0711
2022-05-05 2022-03-31 13F VISA COM CL A 92826C839 2,056 -58 -2.74 456 -0.44 0.0714
2022-01-18 2021-12-31 13F VISA COM CL A 92826C839 2,114 23 1.10 458 -1.72 0.0677
2021-10-13 2021-09-30 13F VISA COM CL A 92826C839 2,091 142 7.29 466 2.19 0.0760
2021-07-16 2021-06-30 13F VISA COM CL A 92826C839 1,949 65 3.45 456 14.29 0.0747
2021-04-14 2021-03-31 13F VISA COM CL A 92826C839 1,884 103 5.78 399 2.31 0.0713
2021-01-26 2020-12-31 13F VISA COM CL A 92826C839 1,781 -130 -6.80 390 2.09 0.0745
2020-10-07 2020-09-30 13F VISA COM CL A 92826C839 1,911 0 0.00 382 3.52 0.0847
2020-07-09 2020-06-30 13F VISA COM CL A 92826C839 1,911 145 8.21 369 29.47 0.0922
2020-04-09 2020-03-31 13F VISA COM CL A 92826C839 1,766 -31 -1.73 285 -15.68 0.0876
2020-01-08 2019-12-31 13F VISA COM CL A 92826C839 1,797 -188 -9.47 338 -0.88 0.0835
2019-10-02 2019-09-30 13F VISA COM CL A 92826C839 1,985 201 11.27 341 10.00 0.0950
2019-07-16 2019-06-30 13F VISA COM CL A 92826C839 1,784 101 6.00 310 17.87 0.0897
2019-04-04 2019-03-31 13F VISA COM CL A 92826C839 1,683 -4 -0.24 263 17.94 0.0838
2019-01-17 2018-12-31 13F VISA COM CL A 92826C839 1,687 -30 -1.75 223 -13.57 0.0732
2018-10-09 2018-09-30 13F VISA COM CL A 92826C839 1,717 1,717 258 0.0698
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.