Berger Financial Group, Inc

Position in AXP — American Express Co

CIK 1826136 Plymouth, MN

Position in AXP

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$668,178

-$90,959 QoQ

Shares Held

2,209

+7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Berger Financial Group, Inc holds $19,010,733 across 5 Credit Services names. AXP ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	17,840	$8,913,934
2	V	Visa Inc.	26,705	$8,071,319
3	OPRT	Oportun Financial Corp	243,575	$1,122,880
4	AXP	American Express Co This page	2,209	$668,178
5	COF	Capital One Financial Corp	1,285	$234,422

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$668,178	2,209	+7.7%	Shares	Sole	2026-04-28
2025-12-31	$759,137	2,052	-8.1%	Shares	Sole	2026-01-27
2025-09-30	$741,381	2,232	+1.4%	Shares	Sole	2025-10-14
2025-06-30	$702,074	2,201	+0.6%	Shares	Sole	2025-07-22
2025-03-31	$588,412	2,187	+3.6%	Shares	Sole	2025-05-12
2024-12-31	$626,226	2,110	+22.1%	Shares	Sole	2025-02-14
2024-09-30	$468,633	1,728	+4.9%	Shares	Sole	2024-11-12
2024-06-30	$381,362	1,647	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$374,322	1,644	+37.6%	Shares	Sole	2024-04-16
2023-12-31	$223,871	1,195	+3.8%	Shares	Sole	2024-02-07
2023-06-30	$200,504	1,151	-13.8%	Shares	Sole	2023-08-10
2022-03-31	$249,832	1,336	-2.3%	Shares	Sole	2022-05-10
2021-12-31	$223,641	1,367	+9.8%	Shares	Sole	2022-01-26
2021-09-30	$208,574	1,245	0.0%	Shares	Sole	2021-10-28
2021-06-30	$205,711	1,245	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.