Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership16,732 shares
Latest Disclosed Value $ 5,057,214
Avidian Wealth Solutions, LLC reports 89.71% increase in ownership of V / Visa Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 16,732 shares of Visa Inc. (MX:V) valued at $5,057,214 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,820 shares of Visa Inc.. This represents a change in shares of 89.71% 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 16,732 7,912 89.71 5,057 63.50 0.1600
2026-02-02 2025-12-31 13F VISA COM CL A 92826C839 8,820 -201 -2.23 3,093 0.45 0.1126
2025-10-30 2025-09-30 13F VISA COM CL A 92826C839 9,021 704 8.46 3,079 4.30 0.1160
2025-07-30 2025-06-30 13F VISA COM CL A 92826C839 8,317 487 6.22 2,953 7.62 0.1200
2025-04-25 2025-03-31 13F VISA COM CL A 92826C839 7,830 -1,070 -12.02 2,744 -2.45 0.1222
2025-01-29 2024-12-31 13F VISA COM CL A 92826C839 8,900 310 3.61 2,813 19.10 0.1263
2024-10-30 2024-09-30 13F VISA COM CL A 92826C839 8,590 316 3.82 2,362 8.75 0.1072
2024-08-06 2024-06-30 13F VISA COM CL A 92826C839 8,274 640 8.38 2,172 1.92 0.0902
2024-05-03 2024-03-31 13F VISA COM CL A 92826C839 7,634 1,123 17.25 2,131 25.66 0.1034
2024-02-06 2023-12-31 13F VISA COM CL A 92826C839 6,511 282 4.53 1,695 18.37 0.1043
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 6,229 -2,403 -27.84 1,433 -30.11 0.1009
2023-08-03 2023-06-30 13F VISA COM CL A 92826C839 8,632 -4,452 -34.03 2,050 -30.52 0.1342
2023-05-08 2023-03-31 13F VISA COM CL A 92826C839 13,084 1,616 14.09 2,950 23.80 0.1618
2023-02-06 2022-12-31 13F VISA COM CL A 92826C839 11,468 716 6.66 2,383 24.71 0.1551
2022-11-03 2022-09-30 13F VISA COM CL A 92826C839 10,752 247 2.35 1,910 -7.64 0.1380
2022-07-29 2022-06-30 13F VISA COM CL A 92826C839 10,505 730 7.47 2,068 -4.61 0.1464
2022-05-10 2022-03-31 13F VISA COM CL A 92826C839 9,775 -1,456 -12.96 2,168 -10.93 0.1328
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 11,231 4,697 71.89 2,434 67.29 0.1515
2021-11-10 2021-09-30 13F VISA COM CL A 92826C839 6,534 1,746 36.47 1,455 29.91 0.1108
2021-08-09 2021-06-30 13F VISA COM CL A 92826C839 4,788 -76 -1.56 1,120 8.74 0.0859
2021-05-05 2021-03-31 13F VISA COM CL A 92826C839 4,864 280 6.11 1,030 2.69 0.0878
2021-02-09 2020-12-31 13F VISA COM CL A 92826C839 4,584 -319 -6.51 1,003 2.35 0.0951
2021-02-03 2020-09-30 13F/A-1 VISA COM CL A 92826C839 4,903 436 9.76 980 13.56 0.1110
2020-11-06 2020-09-30 13F VISA COM CL A 92826C839 4,903 436 980 226,991.6198
2020-08-10 2020-06-30 13F VISA COM CL A 92826C839 4,467 336 8.13 863 29.58 0.1164
2020-04-22 2020-03-31 13F VISA COM CL A 92826C839 4,131 -537 -11.50 666 -24.06 0.1069
2020-02-13 2019-12-31 13F VISA COM CL A 92826C839 4,668 728 18.48 877 29.35 0.1246
2019-11-14 2019-09-30 13F VISA COM CL A 92826C839 3,940 680 20.86 678 19.79 0.1117
2019-08-14 2019-06-30 13F VISA COM CL A 92826C839 3,260 678 26.26 566 40.45 0.1338
2019-05-15 2019-03-31 13F VISA COM CL A 92826C839 2,582 154 6.34 403 25.94 0.0896
2019-02-14 2018-12-31 13F VISA COM CL A 92826C839 2,428 -544 -18.30 320 -28.25 0.1117
2018-11-14 2018-09-30 13F VISA COM CL A 92826C839 2,972 -11,150 -78.95 446 -76.16 0.1395
2018-08-14 2018-06-30 13F VISA COM CL A 92826C839 14,122 3,769 36.40 1,871 51.13 0.5905
2018-05-15 2018-03-31 13F VISA COM CL A 92826C839 10,353 7,708 291.42 1,238 309.93 0.4149
2018-02-14 2017-12-31 13F VISA COM CL A 92826C839 2,645 29 1.11 302 9.82 0.0808
2017-11-14 2017-09-30 13F VISA COM CL A 92826C839 2,616 -449 -14.65 275 -4.18 0.1048
2017-08-14 2017-06-30 13F VISA COM CL A 92826C839 3,065 271 9.70 287 15.73 0.1193
2017-05-15 2017-03-31 13F VISA COM CL A 92826C839 2,794 2,794 248 0.0950
2016-08-15 2016-06-30 13F VISA COM CL A 92826C839 0 -3,470 -100.00 0 -100.00
2016-05-16 2016-03-31 13F VISA COM CL A 92826C839 3,470 3,470 265 0.1422
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.