Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership24,592 shares
Latest Disclosed Value $ 988,738
SOA Wealth Advisors, LLC. reports 1.64% increase in ownership of V / Visa Inc.

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 24,592 shares of Visa Inc. (MX:V) valued at $988,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 24,196 shares of Visa Inc.. This represents a change in shares of 1.64% 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)
2026-05-20 2026-03-31 13F VISA INC COM CL A Stock 92826C839 24,592 396 1.64 989 -1.69 0.1866
2026-01-20 2025-12-31 13F VISA INC COM CL A Stock 92826C839 24,196 25 0.10 1,005 3.61 0.1697
2025-10-21 2025-09-30 13F VISA INC COM CL A Stock 92826C839 24,171 62 0.26 970 -1.62 0.1664
2025-07-18 2025-06-30 13F VISA INC COM CL A Stock 92826C839 24,109 169 0.71 986 1.34 0.1853
2025-04-14 2025-03-31 13F VISA INC COM CL A Stock 92826C839 23,940 21,085 738.53 973 7.87 0.2032
2025-02-06 2024-12-31 13F/A-1 VISA INC COM CL A Stock 92826C839 2,855 187 7.01 902 23.06 0.1662
2025-01-28 2024-12-31 13F VISA INC COM CL A Stock 92826C839 2,855 187 902 0.1662
2024-11-20 2024-09-30 13F/A-1 VISA INC COM CL A Stock 92826C839 2,668 -140 -4.99 733 -0.41 0.1399
2024-10-09 2024-09-30 13F VISA INC COM CL A Stock 92826C839 2,668 -140 733 0.1399
2024-07-17 2024-06-30 13F VISA INC COM CL A Stock 92826C839 2,808 28 1.01 737 -5.03 0.1482
2024-04-10 2024-03-31 13F VISA INC COM CL A Stock 92826C839 2,780 7 0.25 776 7.49 0.1606
2024-02-13 2023-12-31 13F/A-1 VISA INC COM CL A Stock 92826C839 2,773 -127 -4.38 722 8.26 0.1607
2024-01-10 2023-12-31 13F VISA INC COM CL A Stock 92826C839 2,773 -127 722 0.1607
2023-10-10 2023-09-30 13F VISA INC COM CL A Stock 92826C839 2,900 14 0.49 667 -2.77 0.1658
2023-07-07 2023-06-30 13F VISA INC COM CL A Stock 92826C839 2,886 -15 -0.52 685 4.74 0.1605
2023-04-28 2023-03-31 13F VISA INC COM CL A Stock 92826C839 2,901 3 0.10 654 8.64 0.1612
2023-01-10 2022-12-31 13F VISA INC COM CL A Stock 92826C839 2,898 45 1.58 602 18.97 0.1621
2022-10-07 2022-09-30 13F VISA INC COM CL A Stock 92826C839 2,853 150 5.55 506 -4.89 0.1523
2022-07-13 2022-06-30 13F VISA INC COM CL A Stock 92826C839 2,703 -267 -8.99 532 -19.15 0.1568
2022-04-07 2022-03-31 13F VISA INC COM CL A Stock 92826C839 2,970 -187 -5.92 658 -4.36 0.1605
2022-01-13 2021-12-31 13F VISA INC COM CL A Stock 92826C839 3,157 540 20.63 688 18.01 0.1666
2021-10-12 2021-09-30 13F VISA INC COM CL A Stock 92826C839 2,617 -4 -0.15 583 -4.89 0.1494
2021-07-14 2021-06-30 13F VISA INC COM CL A Stock 92826C839 2,621 684 35.31 613 49.51 0.1575
2021-04-26 2021-03-31 13F VISA INC COM CL A Stock 92826C839 1,937 121 6.66 410 9.63 0.1147
2021-03-10 2020-12-31 13F VISA INC COM CL A Stock 92826C839 1,816 1,816 374 0.1018
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.