Position in V
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,106,530
+$35,211 QoQ
Shares Held
23,628
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,366
of 4,530 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Jun 30, 2026CallValue
$102,927
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Berger Financial Group, Inc holds $19,864,554 across 6 Credit Services names. V ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
17,306 | $8,888,361 | |
| 2 | V |
Visa Inc.
This page
|
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 V
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,106,530 | 23,628 | Shares | Sole | 2026-08-04 | |
| 2026-06-30 | $102,927 | 300 | Call | Sole | 2026-08-04 | |
| 2026-03-31 | $8,071,319 | 26,705 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,742,723 | 27,780 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,713,285 | 28,453 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,297,160 | 29,002 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,486,814 | 29,923 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,565,898 | 30,268 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,434,091 | 30,675 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,372,782 | 28,090 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,156,392 | 29,226 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,700,371 | 29,577 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,879,139 | 29,908 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,394,652 | 31,138 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,095,902 | 31,473 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $6,625,258 | 31,889 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $5,916,810 | 33,306 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,568,053 | 33,359 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,993,477 | 36,044 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,844,685 | 36,199 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $299,598 | 1,345 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $314,487 | 1,345 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $229,091 | 1,082 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||