Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership10,453 shares
Latest Disclosed Value $ 3,159,191
Triangle Securities Wealth Management reports 2.77% decrease in ownership of V / Visa Inc.

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 10,453 shares of Visa Inc. (MX:V) valued at $3,159,191 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 10,751 shares of Visa Inc.. This represents a change in shares of -2.77% 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)
2026-04-20 2026-03-31 13F VISA COM CL A 92826C839 10,453 -298 -2.77 3,159 -16.21 0.7170
2026-01-13 2025-12-31 13F VISA COM CL A 92826C839 10,751 -216 -1.97 3,770 0.69 0.7949
2025-10-15 2025-09-30 13F VISA COM CL A 92826C839 10,967 -42 -0.38 3,744 -4.20 0.8475
2025-07-10 2025-06-30 13F VISA COM CL A 92826C839 11,009 -220 -1.96 3,909 -0.69 0.9619
2025-04-10 2025-03-31 13F VISA COM CL A 92826C839 11,229 -309 -2.68 3,935 7.93 1.0123
2025-01-15 2024-12-31 13F VISA COM CL A 92826C839 11,538 -329 -2.77 3,647 11.77 0.9354
2024-11-14 2024-09-30 13F VISA COM CL A 92826C839 11,867 -45 -0.38 3,263 4.35 0.8433
2024-07-10 2024-06-30 13F VISA COM CL A 92826C839 11,912 -337 -2.75 3,127 -8.54 0.8829
2024-04-10 2024-03-31 13F VISA COM CL A 92826C839 12,249 7 0.06 3,419 7.25 0.9744
2024-01-10 2023-12-31 13F VISA COM CL A 92826C839 12,242 -184 -1.48 3,187 11.51 0.9910
2023-10-10 2023-09-30 13F VISA COM CL A 92826C839 12,426 -1 -0.01 2,858 -3.15 1.0164
2023-07-13 2023-06-30 13F VISA COM CL A 92826C839 12,427 -408 -3.18 2,951 2.00 1.0153
2023-04-20 2023-03-31 13F VISA COM CL A 92826C839 12,835 -347 -2.63 2,894 5.66 1.0349
2023-01-11 2022-12-31 13F VISA COM CL A 92826C839 13,182 60 0.46 2,739 17.46 1.0041
2022-10-19 2022-09-30 13F VISA COM CL A 92826C839 13,122 -43 -0.33 2,331 -10.07 0.9526
2022-07-11 2022-06-30 13F VISA COM CL A 92826C839 13,165 238 1.84 2,592 -9.59 1.0098
2022-04-13 2022-03-31 13F VISA COM CL A 92826C839 12,927 -449 -3.36 2,867 -1.10 0.9598
2022-01-14 2021-12-31 13F VISA COM CL A 92826C839 13,376 350 2.69 2,899 -0.10 0.9073
2021-10-14 2021-09-30 13F VISA COM CL A 92826C839 13,026 -2,783 -17.60 2,902 -21.48 0.9850
2021-07-12 2021-06-30 13F VISA COM CL A 92826C839 15,809 -425 -2.62 3,696 7.54 1.2498
2021-04-12 2021-03-31 13F VISA COM CL A 92826C839 16,234 -80 -0.49 3,437 -3.67 1.2425
2021-01-11 2020-12-31 13F VISA COM CL A 92826C839 16,314 118 0.73 3,568 10.16 1.4129
2020-10-09 2020-09-30 13F VISA COM CL A 92826C839 16,196 -434 -2.61 3,239 0.84 1.4643
2020-07-08 2020-06-30 13F VISA COM CL A 92826C839 16,630 -180 -1.07 3,212 18.61 1.5368
2020-04-06 2020-03-31 13F VISA COM CL A 92826C839 16,810 -324 -1.89 2,708 -15.87 1.5608
2020-01-09 2019-12-31 13F VISA COM CL A 92826C839 17,134 -1,470 -7.90 3,219 0.59 1.3950
2019-10-15 2019-09-30 13F VISA COM CL A 92826C839 18,604 -497 -2.60 3,200 -4.90 1.5645
2019-07-10 2019-06-30 13F VISA COM CL A 92826C839 19,101 -688 -3.48 3,365 8.86 1.7094
2019-04-10 2019-03-31 13F/A-1 VISA COM CL A 92826C839 19,789 -195 -0.98 3,091 17.22 1.6199
2019-04-08 2019-03-31 13F VISA COM CL A 92826C839 19,789 3,091
2019-01-17 2018-12-31 13F VISA COM CL A 92826C839 19,984 -733 -3.54 2,637 -15.18 1.5571
2018-10-04 2018-09-30 13F VISA COM CL A 92826C839 20,717 -787 -3.66 3,109 9.16 1.6514
2018-07-12 2018-06-30 13F VISA COM CL A 92826C839 21,504 -660 -2.98 2,848 7.43 1.5916
2018-04-11 2018-03-31 13F VISA COM CL A 92826C839 22,164 -869 -3.77 2,651 0.95 1.5228
2018-01-10 2017-12-31 13F VISA COM CL A 92826C839 23,033 -460 -1.96 2,626 6.23 1.4994
2017-10-11 2017-09-30 13F VISA COM CL A 92826C839 23,493 -170 -0.72 2,472 11.40 1.4705
2017-07-06 2017-06-30 13F VISA COM CL A 92826C839 23,663 315 1.35 2,219 6.94 1.4664
2017-04-05 2017-03-31 13F VISA COM CL A 92826C839 23,348 310 1.35 2,075 15.47 1.3241
2017-01-19 2016-12-31 13F VISA COM CL A 92826C839 23,038 65 0.28 1,797 -5.42 1.2005
2016-10-06 2016-09-30 13F VISA COM CL A 92826C839 22,973 -905 -3.79 1,900 7.28 1.3141
2016-07-07 2016-06-30 13F VISA COM CL A 92826C839 23,878 -1,200 -4.79 1,771 -7.66 1.3214
2016-04-08 2016-03-31 13F VISA COM CL A 92826C839 25,078 7,770 44.89 1,918 42.92 1.2512
2016-01-28 2015-12-31 13F VISA COM CL A 92826C839 17,308 0 0.00 1,342 11.28 0.8993
2015-10-08 2015-09-30 13F VISA COM CL A 92826C839 17,308 -468 -2.63 1,206 1.01 0.9120
2015-07-15 2015-06-30 13F VISA COM CL A 92826C839 17,776 -460 -2.52 1,194 0.08 0.8437
2015-04-13 2015-03-31 13F VISA COM CL A 92826C839 18,236 13,606 293.87 1,193 -1.73 0.8260
2015-01-08 2014-12-31 13F VISA COM CL A 92826C839 4,630 255 5.83 1,214 30.12 0.8640
2014-10-16 2014-09-30 13F VISA COM CL A 92826C839 4,375 0 0.00 933 1.19 0.7170
2014-07-16 2014-06-30 13F VISA COM CL A 92826C839 4,375 1,745 66.35 922 106.26 0.7064
2014-04-14 2014-03-31 13F VISA COM CL A 92826C839 2,630 -340 -11.45 447 -32.38 0.4018
2014-01-13 2013-12-31 13F VISA COM CL A 92826C839 2,970 -300 -9.17 661 5.76 0.5365
2013-10-08 2013-09-30 13F VISA COM CL A 92826C839 3,270 40 1.24 625 5.93 0.5446
2013-07-10 2013-06-30 13F VISA COM CL A 92826C839 3,230 3,230 590 0.4363
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.