Berger Financial Group, Inc

Position in MA — Mastercard Inc

CIK 1826136 Plymouth, MN

Position in MA

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

Position Value

$8,913,934

-$1,465,235 QoQ

Shares Held

17,840

-1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 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. MA ranks #1 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	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	1,285	$234,422

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,913,934	17,840	-1.9%	Shares	Sole	2026-04-28
2025-12-31	$10,379,169	18,181	-2.4%	Shares	Sole	2026-01-27
2025-09-30	$10,591,811	18,621	-1.5%	Shares	Sole	2025-10-14
2025-06-30	$10,627,409	18,912	-3.2%	Shares	Sole	2025-07-22
2025-03-31	$10,705,879	19,532	-1.2%	Shares	Sole	2025-05-12
2024-12-31	$10,409,235	19,768	-1.7%	Shares	Sole	2025-02-14
2024-09-30	$9,927,849	20,105	+15.5%	Shares	Sole	2024-11-12
2024-06-30	$7,681,036	17,411	-3.7%	Shares	Sole	2024-08-14
2024-03-31	$8,708,230	18,083	+0.1%	Shares	Sole	2024-04-16
2023-12-31	$7,707,462	18,071	-1.4%	Shares	Sole	2024-02-07
2023-09-30	$7,253,863	18,322	-3.6%	Shares	Sole	2023-11-03
2023-06-30	$7,474,273	19,004	-0.7%	Shares	Sole	2023-08-10
2023-03-31	$6,955,303	19,139	-1.8%	Shares	Sole	2023-04-24
2022-12-31	$6,775,171	19,484	-3.5%	Shares	Sole	2023-01-30
2022-09-30	$5,740,255	20,188	-3.0%	Shares	Sole	2022-10-27
2022-06-30	$6,563,876	20,806	-7.0%	Shares	Sole	2022-08-08
2022-03-31	$7,993,518	22,367	-2.0%	Shares	Sole	2022-05-10
2021-12-31	$8,200,760	22,823	+1527.9%	Shares	Sole	2022-01-26
2021-09-30	$487,447	1,402	-0.1%	Shares	Sole	2021-10-28
2021-06-30	$512,221	1,403	+17.7%	Shares	Sole	2021-07-29
2021-03-31	$424,411	1,192	+41.2%	Shares	Sole	2021-05-12
2020-12-31	$301,257	844	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.