Berger Financial Group, Inc

Position in USB — US Bancorp De

CIK 1826136 Plymouth, MN

Position in USB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$496,367

+$35,559 QoQ

Shares Held

8,218

-7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,238

of 2,044 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Berger Financial Group, Inc holds $1,212,579 across 3 Banks - Regional names. USB ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIN	First Financial Bankshares Inc	17,360	$600,656
2	USB	US Bancorp De This page	8,218	$496,367
3	LYG	Lloyds Banking Group plc	19,821	$115,556

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,367	8,218	-7.2%	Shares	Sole	2026-08-04
2026-03-31	$460,808	8,860	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$473,036	8,865	-5.8%	Shares	Sole	2026-01-27
2025-09-30	$454,591	9,406	+0.2%	Shares	Sole	2025-10-14
2025-06-30	$424,671	9,385	-18.0%	Shares	Sole	2025-07-22
2025-03-31	$482,954	11,439	-0.6%	Shares	Sole	2025-05-12
2024-12-31	$550,236	11,504	-1.4%	Shares	Sole	2025-02-14
2024-09-30	$533,394	11,664	-9.8%	Shares	Sole	2024-11-12
2024-06-30	$513,281	12,929	+41.8%	Shares	Sole	2024-08-14
2024-03-31	$407,485	9,116	+8.2%	Shares	Sole	2024-04-16
2023-12-31	$364,807	8,429	-18.4%	Shares	Sole	2024-02-07
2023-09-30	$341,476	10,329	+4.0%	Shares	Sole	2023-11-03
2023-06-30	$328,120	9,931	+0.3%	Shares	Sole	2023-08-10
2023-03-31	$356,931	9,901	+5.3%	Shares	Sole	2023-04-24
2022-12-31	$410,195	9,406	+20.9%	Shares	Sole	2023-01-30
2022-09-30	$313,810	7,783	+11.2%	Shares	Sole	2022-10-27
2022-06-30	$322,186	7,001	+16.5%	Shares	Sole	2022-08-08
2022-03-31	$319,431	6,010	+7.4%	Shares	Sole	2022-05-10
2021-12-31	$314,214	5,594	+4.6%	Shares	Sole	2022-01-26
2021-09-30	$317,766	5,346	+0.0%	Shares	Sole	2021-10-28
2021-06-30	$304,504	5,345	-1.3%	Shares	Sole	2021-07-29
2021-03-31	$299,669	5,418	-14.8%	Shares	Sole	2021-05-12
2020-12-31	$296,405	6,362	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.