Form 13-F position report

VISA INC CLASS A COM

Reported by Herold Advisors Inc

V CUSIP 92826C839 Manager CIK 0001891713

Reported 24,613 shares, down 969 (3.8%) from the prior quarter.

Reported value -2.5%; share count -3.8% vs. the prior quarter.

Reduced
% of reported 13F value 1.83% This manager · Q2 2025
Shares 24,613 Quarter-end amount reported
Reported value $8,739,018 Fair value at quarter end
Consecutive quarters held 16 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 5929000
2022-03-31 5868474
2022-06-30 5598000
2022-09-30 4909000
2022-12-31 5870643
2023-03-31 6514783
2023-06-30 6971737
2023-09-30 6785008
2023-12-31 7597903
2024-03-31 8116768
2024-06-30 7341718
2024-09-30 7635160
2024-12-31 8461653
2025-03-31 8966143
2025-06-30 8739018
2025-09-30 7497394
2025-12-31 7801790
2026-03-31 6847362
2026-06-30 7619000
2026-09-30 7922534

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VISA INC CLASS A COM held by Herold Advisors Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 22,048 -165 (-0.7%) 1.55% $7,922,534 2026-10-19
Q2 2026 Reduced 22,213 -442 (-2.0%) 1.51% $7,619,000 2026-07-22
Q1 2026 Added 22,655 +410 (1.8%) 1.5% $6,847,362 2026-05-15
Q4 2025 Added 22,245 +285 (1.3%) 1.74% $7,801,790 2026-02-17
Q3 2025 Reduced 21,960 -2,653 (-10.8%) 1.74% $7,497,394 2025-11-13
Q2 2025 Reduced 24,613 -969 (-3.8%) 1.83% $8,739,018 2025-08-14
Q1 2025 Reduced 25,582 -1,191 (-4.4%) 1.97% $8,966,143 2025-05-13
Q4 2024 Reduced 26,773 -995 (-3.6%) 1.84% $8,461,653 2025-02-14
Q3 2024 Reduced 27,768 -203 (-0.7%) 1.66% $7,635,160 2024-11-14
Q2 2024 Reduced 27,971 -1,112 (-3.8%) 1.7% $7,341,718 2024-07-24
Q1 2024 Reduced 29,083 -100 (-0.3%) 1.96% $8,116,768 2024-05-10
Q4 2023 Reduced 29,183 -316 (-1.1%) 2.1% $7,597,903 2024-02-02
Q3 2023 Added 29,499 +142 (0.5%) 2.06% $6,785,008 2023-11-08
Q2 2023 Added 29,357 +461 (1.6%) 2.13% $6,971,737 2023-07-17
Q1 2023 Added 28,896 +639 (2.3%) 2.25% $6,514,783 2023-04-19
Q4 2022 Added 28,257 +623 (2.3%) 2.49% $5,870,643 2023-02-14
Q3 2022 Reduced 27,634 -799 (-2.8%) 2.36% $4,909,000 2022-11-08
Q2 2022 Added 28,433 +1,972 (7.5%) 2.49% $5,598,000 2022-07-15
Q1 2022 Reduced 26,461 -900 (-3.3%) 2.09% $5,868,474 2022-05-09
Q4 2021 Reduced 27,361 -300 (-1.1%) 2.3% $5,929,000 2022-01-20
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

4466 managers reported VISA INC CLASS A COM for Q2 2025.

Managers reporting VISA INC CLASS A COM in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 162,544,006 +1,461,575 0.93% $57,711,249,330 49 qtrs
BlackRock Inc Reduced 140,654,301 -3,673,607 0.95% $49,939,309,561 4 qtrs
STATE STREET CORPORATION Reduced 82,014,263 -737,625 1.09% $29,119,164,078 49 qtrs
FMR LLC Reduced 55,851,575 -1,321,063 1.12% $19,830,101,883 49 qtrs
MORGAN STANLEY Reduced 50,055,517 -458,448 1.16% $17,772,213,032 49 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 43,096,802 +1,067,631 1.07% $15,253,245,440 49 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 41,163,421 -1,522,510 1.66% $14,615,073,000 49 qtrs
Capital World Investors Added 24,598,958 +1,196,001 1.27% $8,733,396,039 49 qtrs
Bank of America Corporation Reduced 23,654,770 -1,134,166 0.61% $8,398,626,123 49 qtrs
JPMorgan Chase & Co Reduced 22,785,614 -3,846,068 0.53% $8,090,116,993 49 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 14, 2025
Filing type
13F-HR
Position type
COM CL A

Voting authority reported

Sole
24,613
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.