Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership46,342 shares
Latest Disclosed Value $ 14,006,276
Sheets Smith Wealth Management reports 11.04% decrease in ownership of V / Visa Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 46,342 shares of Visa Inc. (MX:V) valued at $14,006,276 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 52,094 shares of Visa Inc.. This represents a change in shares of -11.04% 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)
2026-04-16 2026-03-31 13F VISA COM CL A 92826C839 46,342 -5,752 -11.04 14,006 -23.33 1.5764
2026-01-20 2025-12-31 13F VISA COM CL A 92826C839 52,094 -999 -1.88 18,270 0.80 2.0048
2025-10-16 2025-09-30 13F VISA COM CL A 92826C839 53,093 -2,611 -4.69 18,125 -8.36 2.0514
2025-07-15 2025-06-30 13F VISA COM CL A 92826C839 55,704 -129 -0.23 19,778 1.07 2.3139
2025-04-23 2025-03-31 13F VISA COM CL A 92826C839 55,833 -546 -0.97 19,567 9.82 2.4313
2025-01-17 2024-12-31 13F VISA COM CL A 92826C839 56,379 -192 -0.34 17,818 14.55 2.1748
2024-11-01 2024-09-30 13F VISA COM CL A 92826C839 56,571 -1,345 -2.32 15,554 2.32 1.9025
2024-07-30 2024-06-30 13F VISA COM CL A 92826C839 57,916 -1,434 -2.42 15,201 -8.22 1.8177
2024-05-08 2024-03-31 13F VISA COM CL A 92826C839 59,350 491 0.83 16,563 8.09 1.8546
2024-02-06 2023-12-31 13F VISA COM CL A 92826C839 58,859 -5 -0.01 15,324 13.18 2.1800
2023-10-23 2023-09-30 13F VISA COM CL A 92826C839 58,864 -457 -0.77 13,539 -3.89 2.0619
2023-08-09 2023-06-30 13F VISA COM CL A 92826C839 59,321 2,226 3.90 14,088 9.44 2.0593
2023-05-26 2023-03-31 13F/A-1 VISA COM CL A 92826C839 57,095 42 0.07 12,873 8.60 1.9667
2023-05-12 2023-03-31 13F VISA COM CL A 92826C839 225 -56,828 12,873 1.9708
2023-03-08 2022-12-31 13F VISA COM CL A 92826C839 57,053 -1,468 -2.51 11,853 14.02 1.8551
2022-11-01 2022-09-30 13F VISA COM CL A 92826C839 58,521 1,203 2.10 10,396 -7.88 1.7358
2022-07-27 2022-06-30 13F VISA COM CL A 92826C839 57,318 -1,227 -2.10 11,285 -13.09 1.8575
2022-05-02 2022-03-31 13F VISA COM CL A 92826C839 58,545 -600 -1.01 12,984 1.30 1.7899
2022-01-20 2021-12-31 13F VISA COM CL A 92826C839 59,145 -5,754 -8.87 12,817 -11.34 1.5907
2021-10-15 2021-09-30 13F VISA COM CL A 92826C839 64,899 1,559 2.46 14,456 -2.39 1.9614
2021-08-03 2021-06-30 13F VISA COM CL A 92826C839 63,340 -1,335 -2.06 14,810 8.15 1.9957
2021-04-23 2021-03-31 13F VISA COM CL A 92826C839 64,675 -2,569 -3.82 13,694 -6.89 2.0146
2021-01-13 2020-12-31 13F VISA COM CL A 92826C839 67,244 -3,982 -5.59 14,708 3.26 2.2236
2020-10-26 2020-09-30 13F VISA COM CL A 92826C839 71,226 2,553 3.72 14,243 7.36 2.4774
2020-07-17 2020-06-30 13F VISA COM CL A 92826C839 68,673 -8,402 -10.90 13,266 6.83 2.6543
2020-04-28 2020-03-31 13F VISA COM CL A 92826C839 77,075 -3,017 -3.77 12,418 -17.40 2.6014
2020-01-24 2019-12-31 13F VISA COM CL A 92826C839 80,092 -5,153 -6.04 15,034 2.53 2.8731
2019-10-28 2019-09-30 13F VISA COM CL A 92826C839 85,245 -6,291 -6.87 14,663 -7.70 3.0150
2019-07-12 2019-06-30 13F VISA COM CL A 92826C839 91,536 -6,102 -6.25 15,886 4.17 3.2610
2019-05-13 2019-03-31 13F VISA COM CL A 92826C839 97,638 -69 -0.07 15,250 18.30 3.3013
2019-01-11 2018-12-31 13F VISA COM CL A 92826C839 97,707 339 0.35 12,891 -11.79 3.4733
2018-10-15 2018-09-30 13F VISA COM CL A 92826C839 97,368 -2,709 -2.71 14,614 10.25 3.0243
2018-07-26 2018-06-30 13F VISA COM CL A 92826C839 100,077 -2,818 -2.74 13,255 7.69 3.1023
2018-04-09 2018-03-31 13F VISA COM CL A 92826C839 102,895 -2,474 -2.35 12,308 2.45 2.9574
2018-01-12 2017-12-31 13F Visa COM CL A 92826C839 105,369 -10,939 -9.41 12,014 -1.85 2.8321
2017-10-12 2017-09-30 13F Visa COM CL A 92826C839 116,308 3,829 3.40 12,240 16.04 3.0870
2017-07-19 2017-06-30 13F VISA COM CL A 92826C839 112,479 -2,258 -1.97 10,548 3.44 2.7872
2017-04-10 2017-03-31 13F VISA COM CL A 92826C839 114,737 -2,639 -2.25 10,197 11.35 2.7075
2017-02-03 2016-12-31 13F VISA COM CL A 92826C839 117,376 7,505 6.83 9,158 0.79 2.5703
2016-11-18 2016-09-30 13F VISA INDEX FD 92826C839 109,871 350 0.32 9,086 11.86 2.5622
2016-08-15 2016-06-30 13F VISA COM 92826C839 109,521 -1,712 -1.54 8,123 -4.51 2.3600
2016-05-13 2016-03-31 13F VISA COM 92826C839 111,233 -14,416 -11.47 8,507 -12.69 2.6158
2016-02-01 2015-12-31 13F VISA CL A 92826C839 125,649 12,466 11.01 9,744 23.59 2.9466
2015-11-13 2015-09-30 13F VISA COM CL A 92826C839 113,183 13,553 13.60 7,884 17.85 2.6662
2015-08-31 2015-06-30 13F VISA CL A 92826C839 99,630 -2,010 -1.98 6,690 0.63 1.8285
2015-05-05 2015-03-31 13F VISA COM CL A 92826C839 101,640 68,148 203.48 6,648 -24.30 1.8356
2015-02-20 2014-12-31 13F VISA COM CL A 92826C839 33,492 3,382 11.23 8,782 36.68 2.2916
2014-11-17 2014-09-30 13F VISA INC CL A COM 92826C839 30,110 -400 -1.31 6,425 -0.06 1.7477
2014-09-18 2014-06-30 13F VISA COM CL A 92826C839 30,510 -3,885 -11.30 6,429 -13.41 1.7254
2014-06-02 2014-03-31 13F VISA CL A 92826C839 34,395 -3,712 -9.74 7,425 -12.50 2.0777
2014-02-21 2013-12-31 13F VISA CL A 92826C839 38,107 -192 -0.50 8,486 15.94 2.3409
2013-11-26 2013-09-30 13F VISA CL A 92826C839 38,299 -2,189 -5.41 7,319 -1.08 2.3808
2013-11-19 2013-06-30 13F VISA COM CL A 92826C839 40,488 -309 -0.76 7,399 6.78 2.5115
2013-05-21 2013-03-31 13F VISA COM CL A 92826C839 40,797 40,797 6,929 2.3488
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.