Coastal Bridge Advisors, LLC

Position in V — Visa Inc.

CIK 1665976 WESTPORT, CT

Position in V

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,377,721

+$354,415 QoQ

Shares Held

9,845

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,944

of 4,501 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $22,697,219 across 6 Credit Services names. V ranks #4 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	8,466	$4,348,137
4	V	Visa Inc. This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,377,721	9,845	-1.6%	Shares	Sole	2026-08-17
2026-03-31	$3,023,306	10,003	+6.9%	Shares	Sole	2026-05-14
2025-12-31	$3,282,645	9,360	-3.6%	Shares	Sole	2026-02-18
2025-09-30	$3,315,823	9,713	-1.6%	Shares	Sole	2025-11-03
2025-06-30	$3,505,763	9,874	+3.7%	Shares	Sole	2025-08-14
2025-03-31	$3,337,430	9,523	+151.7%	Shares	Sole	2025-08-25
2024-12-31	$1,195,579	3,783	-0.9%	Shares	Sole	2025-02-14
2024-09-30	$1,049,759	3,818	-6.8%	Shares	Sole	2024-11-14
2024-06-30	$1,075,602	4,098	-2.1%	Shares	Sole	2024-08-16
2024-03-31	$1,168,507	4,187	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$1,089,825	4,186	+1.7%	Shares	Sole	2024-02-15
2023-09-30	$946,491	4,115	+48.0%	Shares	Sole	2023-11-14
2023-06-30	$660,194	2,780	+4.4%	Shares	Sole	2023-08-17
2023-03-31	$600,399	2,663	-1.8%	Shares	Sole	2023-05-15
2022-12-31	$563,445	2,712	+19.7%	Shares	Sole	2023-02-08
2022-09-30	$402,377	2,265	+26.0%	Shares	Sole	2022-11-15
2022-06-30	$354,008	1,798	+28.2%	Shares	Sole	2022-11-15
2022-03-31	$310,921	1,402	-55.3%	Shares	Sole	2022-05-13
2021-12-31	$678,952	3,133	+123.8%	Shares	Sole	2022-05-20
2021-09-30	$311,850	1,400	+0.1%	Shares	Sole	2022-05-20
2021-06-30	$327,114	1,399	+26.4%	Shares	Sole	2021-08-10
2021-03-31	$234,385	1,107	-36.1%	Shares	Sole	2021-05-17
2020-12-31	$378,840	1,732	+7.9%	Shares	Sole	2021-02-16
2020-09-30	$320,951	1,605	-35.6%	Shares	Sole	2020-11-13
2020-06-30	$481,186	2,491	+4.1%	Shares	Sole	2020-08-11
2020-03-31	$385,721	2,394	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.