Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,592,045
+$1,445,284 QoQ
Shares Held
45,585
+5.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#429
of 1,868 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in BNY 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. BNY ranks #5 (2.3% 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
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|
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 BNY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,592,045 | 45,585 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $5,146,761 | 43,385 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,380,422 | 37,733 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,026,942 | 36,958 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,412,797 | 37,458 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,165,755 | 37,746 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,646,254 | 34,443 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,421,681 | 33,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,992,059 | 33,262 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,027,646 | 35,190 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,525,324 | 29,305 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,111,415 | 26,059 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,173,234 | 26,353 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,063,386 | 23,402 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,366,903 | 51,997 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,129,174 | 29,314 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $287,840 | 6,901 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $423,790 | 8,539 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $552,805 | 9,518 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $490,043 | 9,453 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $342,933 | 6,694 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $294,995 | 6,238 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||