Coastal Bridge Advisors, LLC

SEC CIK: 0001665976
Latest filing: Aug 17, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Coastal Bridge Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of SOFI by Coastal Bridge Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−8,633−100.0%	Sold out	Holders
Q3 2025	8,633	$228.1K	<0.1%	+8,633	New	Holders
Q2 2023	0	$0	0.0%	−3,000−100.0%	Sold out	Holders
Q1 2023	3,000	$18.2K	<0.1%	+3,000	New	Holders