Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,888,361
-$25,573 QoQ
Shares Held
17,306
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#933
of 3,584 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA 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. MA ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
This page
|
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
|
1,270 | $254,787 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
975 | $210,912 |
All Filings in MA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,888,361 | 17,306 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,913,934 | 17,840 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,379,169 | 18,181 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $10,591,811 | 18,621 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,627,409 | 18,912 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,705,879 | 19,532 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,409,235 | 19,768 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,927,849 | 20,105 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,681,036 | 17,411 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,708,230 | 18,083 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,707,462 | 18,071 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,253,863 | 18,322 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,474,273 | 19,004 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,955,303 | 19,139 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $6,775,171 | 19,484 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $5,740,255 | 20,188 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,563,876 | 20,806 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,993,518 | 22,367 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $8,200,760 | 22,823 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $487,447 | 1,402 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $512,221 | 1,403 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $424,411 | 1,192 | 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. | ||||||