Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership38,194 shares
Latest Disclosed Value $ 11,543,898
Principle Wealth Partners Llc reports 2.40% decrease in ownership of V / Visa Inc.

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 38,194 shares of Visa Inc. (MX:V) valued at $11,543,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 39,133 shares of Visa Inc.. This represents a change in shares of -2.40% 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)
2026-05-07 2026-03-31 13F VISA COM CL A 92826C839 38,194 -939 -2.40 11,544 -15.89 0.6597
2026-02-06 2025-12-31 13F VISA COM CL A 92826C839 39,133 3 0.01 13,724 2.74 0.7722
2025-11-03 2025-09-30 13F VISA COM CL A 92826C839 39,130 -307 -0.78 13,358 -4.60 0.7754
2025-07-30 2025-06-30 13F VISA COM CL A 92826C839 39,437 1,908 5.08 14,002 6.46 0.8745
2025-05-06 2025-03-31 13F VISA COM CL A 92826C839 37,529 -1,089 -2.82 13,153 7.77 0.9401
2025-01-29 2024-12-31 13F VISA COM CL A 92826C839 38,618 -272 -0.70 12,205 14.14 0.8566
2024-11-13 2024-09-30 13F VISA COM CL A 92826C839 38,890 149 0.38 10,693 5.15 0.7574
2024-08-13 2024-06-30 13F VISA COM CL A 92826C839 38,741 -370 -0.95 10,168 -6.84 0.7739
2024-04-23 2024-03-31 13F/A-1 VISA COM CL A 92826C839 39,111 852 2.23 10,915 9.58 0.8524
2024-04-23 2024-03-31 13F VISA COM CL A 92826C839 39,111 852 10,915 0.8524
2024-02-05 2023-12-31 13F VISA COM CL A 92826C839 38,259 187 0.49 9,961 13.75 0.8575
2023-11-01 2023-09-30 13F VISA COM CL A 92826C839 38,072 -355 -0.92 8,757 -4.04 0.8800
2023-07-31 2023-06-30 13F VISA COM CL A 92826C839 38,427 -1,052 -2.66 9,126 2.53 0.9170
2023-05-10 2023-03-31 13F VISA COM CL A 92826C839 39,479 978 2.54 8,901 11.28 0.9516
2023-02-02 2022-12-31 13F VISA INC COM CL A Stock 92826C839 38,501 236 0.62 7,999 17.65 0.9065
2022-11-14 2022-09-30 13F VISA INC COM CL A Stock 92826C839 38,265 -672 -1.73 6,798 -11.32 0.6411
2022-08-02 2022-06-30 13F VISA INC COM CL A Stock 92826C839 38,937 1,856 5.01 7,666 -6.77 0.9225
2022-05-12 2022-03-31 13F VISA INC COM CL A Stock 92826C839 37,081 -126 -0.34 8,223 1.98 0.8647
2022-02-11 2021-12-31 13F VISA INC COM CL A Stock 92826C839 37,207 -3,817 -9.30 8,063 -11.76 0.8466
2021-11-16 2021-09-30 13F VISA INC COM CL A Stock 92826C839 41,024 -234 -0.57 9,138 -5.28 1.0551
2021-08-13 2021-06-30 13F VISA INC COM CL A Stock 92826C839 41,258 -191 -0.46 9,647 9.92 1.0954
2021-05-18 2021-03-31 13F VISA INC COM CL A Stock 92826C839 41,449 296 0.72 8,776 -2.51 1.0262
2021-02-16 2020-12-31 13F VISA INC COM CL A Stock 92826C839 41,153 7,219 21.27 9,002 32.66 1.1861
2020-11-16 2020-09-30 13F VISA INC COM CL A Stock 92826C839 33,934 48 0.14 6,786 3.67 1.8909
2020-08-14 2020-06-30 13F VISA INC COM CL A Stock 92826C839 33,886 -186 -0.55 6,546 19.23 1.9221
2020-05-13 2020-03-31 13F VISA INC COM CL A Stock 92826C839 34,072 -666 -1.92 5,490 -15.89 2.0601
2020-02-04 2019-12-31 13F VISA INC COM CL A Stock 92826C839 34,738 -692 -1.95 6,527 7.11 2.0844
2019-11-05 2019-09-30 13F VISA INC COM CL A Stock 92826C839 35,430 7,954 28.95 6,094 27.81 2.1067
2019-11-05 2019-06-30 13F VISA INC COM CL A Stock 92826C839 27,476 3,611 15.13 4,768 27.93 2.4530
2019-10-30 2019-03-31 13F VISA INC COM CL A Stock 92826C839 23,865 -2,833 -10.61 3,727 5.79 2.1315
2019-10-10 2018-12-31 13F VISA INC COM CL A Com CL A 92826C839 26,698 26,698 3,523 2.9564
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.