Berger Financial Group, Inc

Position in V — Visa Inc.

CIK 1826136 Plymouth, MN

Position in V

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

Position Value

$8,071,319

-$1,671,404 QoQ

Shares Held

26,705

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 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. V ranks #2 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	17,840	$8,913,934
2	V	Visa Inc. This page	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

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,071,319	26,705	-3.9%	Shares	Sole	2026-04-28
2025-12-31	$9,742,723	27,780	-2.4%	Shares	Sole	2026-01-27
2025-09-30	$9,713,285	28,453	-1.9%	Shares	Sole	2025-10-14
2025-06-30	$10,297,160	29,002	-3.1%	Shares	Sole	2025-07-22
2025-03-31	$10,486,814	29,923	-1.1%	Shares	Sole	2025-05-12
2024-12-31	$9,565,898	30,268	-1.3%	Shares	Sole	2025-02-14
2024-09-30	$8,434,091	30,675	+9.2%	Shares	Sole	2024-11-12
2024-06-30	$7,372,782	28,090	-3.9%	Shares	Sole	2024-08-14
2024-03-31	$8,156,392	29,226	-1.2%	Shares	Sole	2024-04-16
2023-12-31	$7,700,371	29,577	-1.1%	Shares	Sole	2024-02-07
2023-09-30	$6,879,139	29,908	-4.0%	Shares	Sole	2023-11-03
2023-06-30	$7,394,652	31,138	-1.1%	Shares	Sole	2023-08-10
2023-03-31	$7,095,902	31,473	-1.3%	Shares	Sole	2023-04-24
2022-12-31	$6,625,258	31,889	-4.3%	Shares	Sole	2023-01-30
2022-09-30	$5,916,810	33,306	-0.2%	Shares	Sole	2022-10-27
2022-06-30	$6,568,053	33,359	-7.4%	Shares	Sole	2022-08-08
2022-03-31	$7,993,477	36,044	-0.4%	Shares	Sole	2022-05-10
2021-12-31	$7,844,685	36,199	+2591.4%	Shares	Sole	2022-01-26
2021-09-30	$299,598	1,345	0.0%	Shares	Sole	2021-10-28
2021-06-30	$314,487	1,345	+24.3%	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.