Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionNewman Dignan & Sheerar, Inc.
Latest Disclosed Ownership4,818 shares
Latest Disclosed Value $ 1,456,085
Newman Dignan & Sheerar, Inc. reports 2.27% decrease in ownership of V / Visa Inc.

On April 13, 2026 - Newman Dignan & Sheerar, Inc. filed a 13F-HR form disclosing ownership of 4,818 shares of Visa Inc. (MX:V) valued at $1,456,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,930 shares of Visa Inc.. This represents a change in shares of -2.27% 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)
2026-04-13 2026-03-31 13F Visa COM 92826C839 4,818 -112 -2.27 1,456 -15.74 0.3065
2026-01-22 2025-12-31 13F Visa COM 92826C839 4,930 222 4.72 1,729 7.53 0.3603
2025-10-09 2025-09-30 13F Visa COM 92826C839 4,708 68 1.47 1,607 -2.43 0.3471
2025-07-18 2025-06-30 13F Visa COM 92826C839 4,640 -105 -2.21 1,648 -0.90 0.3787
2025-05-14 2025-03-31 13F/A-1 Visa COM 92826C839 4,745 -245 -4.91 1,663 5.39 0.4539
2025-05-02 2025-03-31 13F Visa COM 92826C839 4,990 0 1,577 0.4040
2025-01-30 2024-12-31 13F Visa COM 92826C839 4,990 -217 -4.17 1,577 6.63 0.4040
2024-11-12 2024-09-30 13F Visa COM 92826C839 5,207 127 2.50 1,480 10.95 0.3544
2024-07-15 2024-06-30 13F Visa COM 92826C839 5,080 1 0.02 1,333 -5.93 0.3439
2024-04-29 2024-03-31 13F Visa COM 92826C839 5,079 -187 -3.55 1,417 3.36 0.3790
2024-02-09 2023-12-31 13F Visa COM 92826C839 5,266 119 2.31 1,371 15.89 0.4140
2023-11-08 2023-09-30 13F Visa COM 92826C839 5,147 -249 -4.61 1,184 -7.65 0.3885
2023-08-02 2023-06-30 13F Visa COM 92826C839 5,396 -133 -2.41 1,281 2.81 0.3955
2023-04-28 2023-03-31 13F Visa COM 92826C839 5,529 -240 -4.16 1,247 4.01 0.4002
2023-01-20 2022-12-31 13F Visa COM 92826C839 5,769 -10 -0.17 1,199 16.65 0.3970
2022-10-18 2022-09-30 13F Visa COM 92826C839 5,779 -120 -2.03 1,027 -11.54 0.1609
2022-08-03 2022-06-30 13F Visa COM 92826C839 5,899 -189 -3.10 1,161 -14.00 0.3961
2022-04-14 2022-03-31 13F Visa COM 92826C839 6,088 100 1.67 1,350 4.01 0.2590
2022-01-18 2021-12-31 13F Visa COM 92826C839 5,988 -50 -0.83 1,298 -3.49 0.3935
2021-10-07 2021-09-30 13F Visa COM 92826C839 6,038 -1,455 -19.42 1,345 -23.23 0.3886
2021-07-28 2021-06-30 13F Visa COM 92826C839 7,493 -65 -0.86 1,752 9.50 0.5904
2021-05-05 2021-03-31 13F Visa COM 92826C839 7,558 -175 -2.26 1,600 -5.38 0.5801
2021-01-29 2020-12-31 13F Visa COM 92826C839 7,733 0 0.00 1,691 9.38 0.2719
2020-10-14 2020-09-30 13F Visa COM 92826C839 7,733 20 0.26 1,546 3.27 0.6461
2020-08-06 2020-06-30 13F Visa COM 92826C839 7,713 125 1.65 1,497 18.90 0.6462
2020-04-20 2020-03-31 13F Visa COM 92826C839 7,588 246 3.35 1,259 -8.77 0.6591
2020-01-15 2019-12-31 13F Visa COM 92826C839 7,342 100 1.38 1,380 10.75 0.1473
2019-10-21 2019-09-30 13F Visa COM 92826C839 7,242 -56 -0.77 1,246 -1.66 0.5870
2019-07-31 2019-06-30 13F Visa COM 92826C839 7,298 -1,025 -12.32 1,267 -2.54 0.0337
2019-04-09 2019-03-31 13F Visa COM 92826C839 8,323 -170 -2.00 1,300 15.97 0.5224
2019-01-23 2018-12-31 13F Visa COM 92826C839 8,493 25 0.30 1,121 -8.94 0.0950
2018-10-25 2018-09-30 13F Visa COM 92826C839 8,468 -330 -3.75 1,231 5.67 0.5388
2018-07-06 2018-06-30 13F Visa COM 92826C839 8,798 -290 -3.19 1,165 6.20 0.0778
2018-04-17 2018-03-31 13F Visa COM 92826C839 9,088 -505 -5.26 1,097 0.27 0.5540
2018-01-29 2017-12-31 13F Visa COM 92826C839 9,593 300 3.23 1,094 11.86 0.5473
2017-10-18 2017-09-30 13F Visa COM 92826C839 9,293 1,300 16.26 978 30.40 0.5215
2017-08-08 2017-06-30 13F Visa COM 92826C839 7,993 1,100 15.96 750 22.35 0.4162
2017-04-10 2017-03-31 13F Visa COM 92826C839 6,893 100 1.47 613 15.66 0.2715
2017-01-27 2016-12-31 13F Visa COM 92826C839 6,793 -100 -1.45 530 -7.02 0.3232
2016-10-27 2016-09-30 13F Visa COM 92826C839 6,893 10 0.15 570 11.55 0.3583
2016-07-08 2016-06-30 13F Visa COM 92826C839 6,883 650 10.43 511 7.13 0.3193
2016-04-11 2016-03-31 13F Visa Equities 92826C839 6,233 1,015 19.45 477 17.78 0.3470
2016-01-13 2015-12-31 13F Visa COM 92826C839 5,218 740 16.53 405 29.81 0.2860
2015-10-23 2015-09-30 13F Visa COM 92826C839 4,478 300 7.18 312 11.03 0.2006
2015-07-15 2015-06-30 13F Visa COM 92826C839 4,178 150 3.72 281 6.84 0.2024
2015-04-10 2015-03-31 13F Visa COM 92826C839 4,028 4,028 0.00 263 0.1878
2015-01-28 2014-12-31 13F Visa COM 92826C839 0 -1,102 -100.00 0 -100.00
2014-10-16 2014-09-30 13F Visa COM 92826C839 1,102 0 0.00 235 1.29 0.1765
2014-07-22 2014-06-30 13F Visa COM 92826C839 1,102 1,102 232 0.1321
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.