Ibex Wealth Advisors’s Visa Inc Position
Does Ibex Wealth Advisors own Visa Inc (V)? Yes — 36.0K shares worth $11M (+1.01% of its 13F portfolio) as of Q1 2026, up from 35.2K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
36.0K
% of Portfolio
+1.01%
Quarters Held
28
currently held
Position History V
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 36.0K | $11M | +1.01% |
| Q4 2025 | 35.2K | $12M | +1.21% |
| Q3 2025 | 34.4K | $12M | +1.13% |
| Q2 2025 | 33.5K | $12M | +1.27% |
| Q1 2025 | 45.7K | $16M | +2.12% |
| Q4 2024 | 42.4K | $13M | +1.58% |
| Q2 2024 | 40.7K | $11M | +1.67% |
| Q1 2024 | 33.4K | $6,938 | +1.88% |
| Q4 2023 | 36 | $9,289 | +2.02% |
| Q3 2023 | 33.6K | $7,724 | +1.97% |
| Q1 2023 | 33.6K | $7,587 | +1.97% |
| Q4 2022 | 33.4K | $6,938 | +1.57% |
| Q3 2022 | 26.9K | $5M | +1.24% |
| Q2 2022 | 27.3K | $5M | +1.24% |
| Q1 2022 | 27.3K | $6M | +1.16% |
| Q4 2021 | 27.7K | $6M | +1.06% |
| Q3 2021 | 28.6K | $6M | +1.23% |
| Q2 2021 | 34.6K | $8M | +1.62% |
| Q1 2021 | 33.1K | $7M | +1.73% |
| Q4 2020 | 33.9K | $7M | +1.94% |
| Q3 2020 | 34.6K | $7M | +2.01% |
| Q2 2020 | 34.9K | $7M | +2.17% |
| Q1 2020 | 26.1K | $4M | +1.63% |
| Q4 2019 | 37.0K | $7M | +2.13% |
| Q3 2019 | 34.8K | $6M | +1.98% |
| Q2 2019 | 35.1K | $6M | +1.76% |
| Q1 2019 | 37.8K | $6M | +2.07% |
| Q4 2018 | 40.0K | $5M | +2.41% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ibex Wealth Advisors’s full portfolio or all institutional holders of V.