Simplicity Wealth,LLC 13F: Adds $11M to Visa (V) Stake

Simplicity Wealth, LLC expanded its stake in Visa Inc. [NYSE: V] during the third quarter, according to a Form 13F filing submitted to the Securities and Exchange Commission on October 23, 2026.

V Visa Inc.

$407.92 ▲ +18.44% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Simplicity Wealth's Visa Position

The firm added 29,797 shares of the payment technology company, representing a 119.5% increase from its previous holdings of 24,936 shares. By the end of the filing period, Simplicity Wealth owned 54,733 shares of Visa with an estimated reported value of $19,667,141.

Other Institutional Activity in Visa

Other institutional investors adjusted their positions around the same time. True North Advisors reduced its holdings by 2,541 shares, ending with 16,965 shares worth about $6,096,024. Perigon Wealth Management cut its stake by 7,029 shares to finish with 115,688 shares valued at approximately $41,570,117. RMR Wealth Builders trimmed its position by 2,414 shares, leaving it with 11,436 shares worth roughly $4,109,320. NTV Asset Management grew its holdings by 2,013 shares, ending with 14,563 shares worth about $5,232,975. Parnassus Investments lowered its stake by 109,655 shares to finish with 202,081 shares valued at approximately $72,613,766.

Visa Inc. Stock Up 0.3%

Visa shares recently traded around $409.14, sitting up about 0.3% from the $407.92 close recorded on the filing date.

Recent Earnings

Visa reported trailing twelve month revenue of $44.49 billion and earnings of $11.75 per share, backed by a net profit margin of 50.8%.

Dividend

Visa pays an annual dividend of $2.68 per share, which translates to a dividend yield of 0.65% based on its current payout ratio.

Insider Buying and Selling at Visa Inc.

Chief Executive Officer Ryan Mcinerney sold 5,875 shares on August 21 for $2,161,236, and sold another 5,875 shares on September 1 for $2,230,444. General Counsel Julie B Rottenberg sold 2,028 shares on August 31 for $773,378, and sold 1,867 shares on September 9 for $687,691.

Analysts Set New Price Targets

Truist Securities maintained its Buy rating on August 5 with a $406.00 price target. Wolfe Research kept its Outperform rating on August 25 while raising its target to $460.00. RBC Capital maintained an Outperform rating on August 31 with a $466.00 price target. Baird kept its Outperform rating on October 12 with a $430.00 price target. Truist Securities later maintained its Buy rating on October 23, lifting its price target to $443.00. Wall Street analysts maintain a consensus Strong Buy rating on the stock with a mean price target of $424.39.

About Visa Inc.

Visa operates a global digital payments network that links consumers, merchants, financial institutions, and government entities across more than 200 countries. The company handles transaction authorization, clearing, and settlement through its core VisaNet processing system.

Bottom Line

Investors tracking Simplicity Wealth will watch for subsequent SEC disclosures to see if the firm continues building its position. Visa's next earnings report is scheduled for October 27, 2026.