Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership3,701 shares
Latest Disclosed Value $ 1,118,441
Outlook Wealth Advisors, LLC reports 1.57% decrease in ownership of V / Visa Inc.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 3,701 shares of Visa Inc. (MX:V) valued at $1,118,441 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,760 shares of Visa Inc.. This represents a change in shares of -1.57% 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)
2026-04-17 2026-03-31 13F VISA COM CL A 92826C839 3,701 -59 -1.57 1,118 -15.17 0.2707
2026-02-11 2025-12-31 13F VISA COM CL A 92826C839 3,760 -232 -5.81 1,319 -3.23 0.2983
2025-10-30 2025-09-30 13F VISA COM CL A 92826C839 3,992 -447 -10.07 1,363 -13.58 0.3396
2025-08-11 2025-06-30 13F VISA COM CL A 92826C839 4,439 -23 -0.52 1,576 0.83 0.4053
2025-04-14 2025-03-31 13F VISA COM CL A 92826C839 4,462 -29 -0.65 1,564 10.15 0.4351
2025-01-14 2024-12-31 13F VISA COM CL A 92826C839 4,491 273 6.47 1,419 22.43 0.4076
2024-10-23 2024-09-30 13F VISA COM CL A 92826C839 4,218 19 0.45 1,160 5.17 0.3330
2024-07-18 2024-06-30 13F VISA COM CL A 92826C839 4,199 7 0.17 1,102 -5.73 0.3439
2024-04-22 2024-03-31 13F VISA COM CL A 92826C839 4,192 -266 -5.97 1,170 0.78 0.3613
2024-01-29 2023-12-31 13F VISA COM CL A 92826C839 4,458 -288 -6.07 1,161 6.32 0.4059
2023-10-10 2023-09-30 13F VISA COM CL A 92826C839 4,746 85 1.82 1,092 -1.36 0.4169
2023-07-10 2023-06-30 13F VISA COM CL A 92826C839 4,661 352 8.17 1,107 13.90 0.4185
2023-04-18 2023-03-31 13F VISA COM CL A 92826C839 4,309 -54 -1.24 972 7.17 0.4320
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 4,363 -26 -0.59 906 16.15 0.4304
2022-10-25 2022-09-30 13F VISA COMMON STOCK 92826C839 4,389 1 0.02 780 -9.62 0.3497
2022-07-28 2022-06-30 13F VISA COMMON STOCK 92826C839 4,388 61 1.41 863 -10.01 0.3531
2022-07-28 2022-03-31 13F/A-1 VISA Commom Stock 92826C839 4,327 29 0.67 959 3.01 0.3207
2022-05-13 2022-03-31 13F VISA COM CL A 92826C839 3,415 -883 757 0.2638
2022-01-21 2021-12-31 13F Visa COMMON STOCK 92826C839 4,298 -153 -3.44 931 -6.05 0.2735
2021-10-22 2021-09-30 13F Visa COM 92826C839 4,451 187 4.39 991 -0.60 0.3241
2021-07-21 2021-06-30 13F Visa COMMON STOCK 92826C839 4,264 1,259 41.90 997 56.76 0.3188
2021-05-04 2021-03-31 13F Visa COM 92826C839 3,005 -591 -16.43 636 -19.19 0.2211
2021-02-04 2020-12-31 13F Visa COMMON STOCK 92826C839 3,596 10 0.28 787 9.76 0.2866
2020-11-10 2020-09-30 13F Visa COM 92826C839 3,586 -29 -0.80 717 2.72 0.2850
2020-07-17 2020-06-30 13F Visa COM 92826C839 3,615 108 3.08 698 23.54 0.2959
2020-04-16 2020-03-31 13F Visa COM 92826C839 3,507 1,304 59.19 565 38.48 0.3190
2020-02-12 2019-12-31 13F Visa COM 92826C839 2,203 -337 -13.27 408 -6.64 0.2299
2019-10-17 2019-09-30 13F Visa COM 92826C839 2,540 -29 -1.13 437 -2.02 0.2603
2019-08-15 2019-06-30 13F Visa COM 92826C839 2,569 232 9.93 446 22.19 0.2940
2019-05-06 2019-03-31 13F Visa COM 92826C839 2,337 1,892 425.17 365 -37.93 0.3007
2019-02-13 2018-12-31 13F Visa COM 92826C839 445 445 588 0.2680
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.