Position in CFR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$20,559,531
+$1,579,974 QoQ
Shares Held
149,982
+0.1% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 16.27728660772626.ToString("F0")%
Shared 0.ToString("F0")%
None 83.72271339227375.ToString("F0")%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $196,691,480 across 37 Banks - Regional names. CFR ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
513,633 | $106,881,889 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
149,982 | $20,559,531 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
417,249 | $18,638,512 | |
| 4 | USB |
US Bancorp De
|
248,772 | $12,938,629 | |
| 5 | FITB |
Fifth Third Bancorp
|
106,837 | $4,963,645 | |
| 6 | PB |
Prosperity Bancshares Inc
|
68,141 | $4,577,712 | |
| 7 | NU |
Nu Holdings Ltd.
|
253,280 | $3,639,633 | |
| 8 | MCB |
Metropolitan Bank Holding Corp.
|
34,484 | $2,872,171 |
All Filings in CFR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,559,531 | 149,982 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $18,979,557 | 149,882 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $18,925,366 | 149,289 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,391,117 | 143,077 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $18,012,898 | 143,873 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,278,540 | 136,153 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,961,469 | 124,812 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $667,911 | 6,572 | Shares | Sole | 2024-08-15 | |
| 2023-03-31 | $1,727,049 | 16,395 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $599,018 | 5,144 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||