Berger Financial Group, Inc

Position in COF — Capital One Financial Corp

CIK 1826136 Plymouth, MN

Position in COF

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

Position Value

$234,422

-$132,753 QoQ

Shares Held

1,285

-15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 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. COF ranks #5 (1.2% 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	2,209	$668,178
5	COF	Capital One Financial Corp This page	1,285	$234,422

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$234,422	1,285	-15.2%	Shares	Sole	2026-04-28
2025-12-31	$367,175	1,515	+0.3%	Shares	Sole	2026-01-27
2025-09-30	$321,208	1,511	-0.2%	Shares	Sole	2025-10-14
2025-06-30	$322,118	1,514	—	Shares	Sole	2025-07-22
No filing history on record for this holder in this stock.