Position in MA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,348,137
+$80,541 QoQ
Shares Held
8,466
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,245
of 3,563 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA 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. MA ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
34,727 | $6,966,930 | |
| 2 | AXP |
American Express Co
|
13,692 | $4,631,319 | |
| 3 | MA |
Mastercard Inc
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|
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 MA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,348,137 | 8,466 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,267,596 | 8,541 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,673,223 | 8,186 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,611,342 | 8,107 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,633,757 | 8,246 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $208,668 | 473 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $310,612 | 645 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $275,098 | 645 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $244,276 | 617 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $242,666 | 617 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $220,953 | 608 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $211,419 | 608 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||