Position in AX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$730,715
+$129,980 QoQ
Shares Held
7,503
+6.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 381 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $227,897,380 across 47 Banks - Regional names. AX ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
505,735 | $124,522,071 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
141,936 | $21,931,950 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
413,613 | $21,334,158 | |
| 4 | USB |
US Bancorp \De\
|
251,610 | $15,197,242 | |
| 5 | FITB |
Fifth Third Bancorp
|
105,578 | $5,951,430 | |
| 6 | PB |
Prosperity Bancshares Inc
|
71,604 | $5,229,240 | |
| 7 | MCB |
Metropolitan Bank Holding Corp.
|
34,483 | $3,405,540 | |
| 8 | NU |
Nu Holdings Ltd.
|
235,290 | $3,143,474 |
All Filings in AX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,715 | 7,503 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $600,735 | 7,060 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $529,883 | 6,150 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $507,898 | 6,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $444,224 | 5,842 | Shares | Defined | 2025-08-13 | |
| 2024-06-30 | $295,921 | 5,178 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $291,599 | 5,396 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $266,338 | 4,878 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||