Position in COF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,966,930
+$832,174 QoQ
Shares Held
34,727
+3.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#484
of 2,096 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $22,697,219 across 6 Credit Services names. COF ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
This page
|
34,727 | $6,966,930 | |
| 2 | AXP |
American Express Co
|
13,692 | $4,631,319 | |
| 3 | MA |
Mastercard Inc
|
8,466 | $4,348,137 | |
| 4 | V |
Visa Inc.
|
9,845 | $3,377,721 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
9,748 | $2,108,687 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
35,688 | $1,264,425 |
All Filings in COF
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,966,930 | 34,727 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,134,756 | 33,628 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,036,415 | 33,159 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,025,981 | 33,051 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,047,036 | 33,122 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||