Position in BCS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$341,228
+$94,334 QoQ
Shares Held
12,704
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 552 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $281,287,381 across 16 Banks - Diversified names. BCS ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
557,608 | $182,521,825 | |
| 2 | BAC |
Bank Of America Corp /De/
|
566,034 | $32,252,614 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
311,667 | $25,756,159 | |
| 4 | C |
Citigroup Inc
|
178,527 | $24,986,637 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
45,585 | $6,592,045 | |
| 6 | ING |
Ing Groep NV
|
67,991 | $2,133,556 | |
| 7 | SAN |
Banco Santander, S.A.
|
138,071 | $1,905,379 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
10,052 | $955,844 |
All Filings in BCS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,228 | 12,704 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $246,894 | 11,668 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $259,716 | 10,205 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $208,001 | 10,063 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||