Position in COF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$254,787
+$20,365 QoQ
Shares Held
1,270
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,608
of 2,106 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Berger Financial Group, Inc holds $19,864,554 across 6 Credit Services names. COF ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
17,306 | $8,888,361 | |
| 2 | V |
Visa Inc.
|
23,628 | $8,106,530 | |
| 3 | OPRT |
Oportun Financial Corp
|
291,041 | $1,661,844 | |
| 4 | AXP |
American Express Co
|
2,194 | $742,120 | |
| 5 | COF |
Capital One Financial Corp
This page
|
1,270 | $254,787 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
975 | $210,912 |
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,787 | 1,270 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $234,422 | 1,285 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $367,175 | 1,515 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $321,208 | 1,511 | 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. | ||||||