Coastal Bridge Advisors, LLC
Position in FDS — Factset Research Systems Inc
CIK 1665976
WESTPORT, CT
Position in FDS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,417,292
+$41,142 QoQ
Shares Held
6,160
-2.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#264
of 762 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $9,853,153 across 5 Financial Data & Stock Exchanges names. FDS ranks #3 (14.4% of the industry book) .
All Filings in FDS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417,292 | 6,160 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,376,150 | 6,342 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,037,133 | 7,020 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,090,231 | 7,296 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,316,133 | 7,414 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,376,156 | 7,426 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $3,560,795 | 7,414 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,420,824 | 7,439 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,231,457 | 7,915 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,648,751 | 8,030 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,830,711 | 8,030 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,507,262 | 8,021 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,213,613 | 8,021 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $3,329,436 | 8,021 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,218,105 | 8,021 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,209,282 | 8,021 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,084,635 | 8,021 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $3,482,317 | 8,021 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,898,286 | 8,021 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $3,166,530 | 8,021 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $2,691,927 | 8,021 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,475,200 | 8,021 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,666,982 | 8,021 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,686,072 | 8,021 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,634,657 | 8,021 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,090,914 | 8,021 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||