Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership123,062 shares
Latest Disclosed Value $ 37,194,245
Perigon Wealth Management, LLC reports 3.16% decrease in ownership of V / Visa Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 123,062 shares of Visa Inc. (MX:V) valued at $37,194,245 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 127,077 shares of Visa Inc.. This represents a change in shares of -3.16% 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)
2026-04-10 2026-03-31 13F VISA COM CL A 92826C839 123,062 -4,015 -3.16 37,194 -16.54 0.6747
2026-01-16 2025-12-31 13F VISA COM CL A 92826C839 127,077 903 0.72 44,567 3.47 0.7973
2025-10-17 2025-09-30 13F VISA COM CL A 92826C839 126,174 799 0.64 43,073 -3.24 0.8783
2025-07-16 2025-06-30 13F VISA COM CL A 92826C839 125,375 -332 -0.26 44,514 1.04 1.0396
2025-04-23 2025-03-31 13F VISA COM CL A 92826C839 125,707 -555 -0.44 44,055 9.98 1.1310
2025-01-22 2024-12-31 13F VISA COM CL A 92826C839 126,262 9 0.01 40,057 15.39 0.9839
2024-10-16 2024-09-30 13F VISA COM CL A 92826C839 126,253 126,253 34,713 0.9164
2024-04-29 2024-03-31 13F VISA COM CL A 92826C839 0 -126,083 -100.00 0 -100.00
2024-01-29 2023-12-31 13F VISA COM CL A 92826C839 126,083 37,468 42.28 32,826 61.05 1.0733
2023-10-30 2023-09-30 13F VISA COM CL A 92826C839 88,615 -440 -0.49 20,383 -3.62 0.8260
2023-08-02 2023-06-30 13F/A-1 VISA COM CL A 92826C839 89,055 15,445 20.98 21,149 27.43 0.8309
2023-08-02 2023-06-30 13F VISA COM CL A 92826C839 89,055 15,445 21,149 0.8309
2023-05-03 2023-03-31 13F VISA COM CL A 92826C839 73,610 2,278 3.19 16,596 11.99 0.9434
2023-05-01 2022-12-31 13F/A-1 VISA COM CL A 92826C839 71,332 6,007 9.20 14,820 27.69 0.9184
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 71,332 6,007 14,820 0.9186
2022-12-13 2022-09-30 13F VISA COM CL A 92826C839 65,325 -1,425 -2.13 11,605 -11.70 1.0030
2022-08-11 2022-06-30 13F VISA COM CL A 92826C839 66,750 1,272 1.94 13,142 -9.50 1.0982
2022-05-16 2022-03-31 13F VISA COM CL A 92826C839 65,478 977 1.51 14,521 3.88 1.0259
2022-02-11 2021-12-31 13F VISA COM CL A 92826C839 64,501 674 1.06 13,978 -1.69 0.9996
2021-11-01 2021-09-30 13F/A-1 VISA COM CL A 92826C839 63,827 185 0.29 14,218 -4.46 1.2338
2021-07-19 2021-06-30 13F VISA COM CL A 92826C839 63,642 617 0.98 14,881 11.52 1.3233
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 63,025 2,547 4.21 13,344 0.88 1.3610
2021-01-28 2020-12-31 13F VISA COM CL A 92826C839 60,478 960 1.61 13,228 11.14 1.5368
2020-11-03 2020-09-30 13F VISA COM CL A 92826C839 59,518 -1,373 -2.25 11,902 1.19 1.6636
2020-07-29 2020-06-30 13F VISA COM CL A 92826C839 60,891 642 1.07 11,762 12.39 1.8646
2020-04-17 2020-03-31 13F VISA COM CL A 92826C839 60,249 4,036 7.18 10,465 -1.60 1.9478
2020-01-13 2019-12-31 13F VISA COM CL A 92826C839 56,213 3,532 6.70 10,635 12.93 2.1706
2019-10-25 2019-09-30 13F VISA COM CL A 92826C839 52,681 -3,049 -5.47 9,417 -2.64 2.2116
2019-08-05 2019-06-30 13F VISA COM CL A 92826C839 55,730 544 0.99 9,672 8.85 2.2645
2019-05-15 2019-03-31 13F Visa 'a' COM 92826C839 55,186 550 1.01 8,886 17.29 2.0663
2019-02-11 2018-12-31 13F Visa a COM CL A 92826C839 54,636 -1,061 -1.90 7,576 -9.38 1.9341
2018-11-13 2018-09-30 13F Visa a COM CL A 92826C839 55,697 577 1.05 8,360 14.50 2.0594
2018-08-09 2018-06-30 13F/A-2 Visa a COM CL A 92826C839 55,120 622 1.14 7,301 12.00 2.1951
2018-08-08 2018-06-30 13F/A-1 Visa a COM CL A 92826C839 54,498 0 6,519 2.6277
2018-08-07 2018-06-30 13F Visa a COM CL A 92826C839 54,498 0 6,519 2.6277
2018-05-14 2018-03-31 13F Visa 'a' COM 92826C839 54,498 2,762 5.34 6,519 10.51 2.4015
2018-02-14 2017-12-31 13F Visa 'a' COM 92826C839 51,736 -1,141 -2.16 5,899 6.00 2.2012
2017-12-05 2017-09-30 13F Visa 'a' COM 92826C839 52,877 -6,817 -11.42 5,565 -0.59 1.8057
2017-09-12 2017-06-30 13F Visa 'a' COM 92826C839 59,694 -1,168 -1.92 5,598 3.49 1.2178
2017-06-05 2017-03-31 13F Visa 'a' COM 92826C839 60,862 1,445 2.43 5,409 2.52 1.1478
2017-03-07 2016-12-31 13F Visa 'a' COM 92826C839 59,417 7,412 14.25 5,276 22.67 1.1520
2016-11-16 2016-09-30 13F Visa 'a' COM 92826C839 52,005 4,980 10.59 4,301 23.31 1.1046
2016-08-19 2016-06-30 13F Visa 'a' COM 92826C839 47,025 -158 -0.33 3,488 -3.06 0.9271
2016-06-03 2016-03-31 13F Visa 'a' COM 92826C839 47,183 0 0.00 3,598 -1.67 1.1237
2016-03-04 2015-12-31 13F Visa COM 92826C839 47,183 14,565 44.65 3,659 61.05 1.0101
2015-12-02 2015-09-30 13F Visa 'a' COM 92826C839 32,618 24,130 284.28 2,272 298.60 0.6742
2015-08-31 2015-06-30 13F Visa 'a' COM 92826C839 8,488 392 4.84 570 7.55 0.1500
2015-05-11 2015-03-31 13F Visa 'a' COM 92826C839 8,096 6,023 290.55 530 -2.57 0.1453
2015-02-18 2014-12-31 13F Visa 'a' COM 92826C839 2,073 0 0.00 544 23.08 0.1634
2014-11-17 2014-09-30 13F Visa 'a' COM 92826C839 2,073 -137 -6.20 442 -5.15 0.1316
2014-08-12 2014-06-30 13F Visa 'a' COM 92826C839 2,210 0 0.00 466 -2.31 0.1328
2014-05-12 2014-03-31 13F Visa 'a' COM 92826C839 2,210 -14 -0.63 477 -3.64 0.2627
2014-02-18 2013-12-31 13F Visa a COM 92826C839 2,224 -63,101 -96.60 495 -95.73 0.2745
2022-11-14 2011-09-30 13F VISA COM CL A 92826C839 65,325 65,325 11,605 1.0030
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.