Lido Advisors, LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1650150 Los Angeles, CA

Position in CFR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$21,931,950

+$1,372,419 QoQ

Shares Held

141,936

-5.4% QoQ

Ownership

0.228%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#58

of 566 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $228,437,051 across 47 Banks - Regional names. CFR ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	505,735	$124,522,071
2	CFR	Cullen/Frost Bankers, Inc. This page	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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,931,950	141,936	-5.4%	Shares	Defined	2026-08-07
2026-03-31	$20,559,531	149,982	+0.1%	Shares	Defined	2026-05-13
2025-12-31	$18,979,557	149,882	+0.4%	Shares	Defined	2026-02-10
2025-09-30	$18,925,366	149,289	+4.3%	Shares	Defined	2025-11-14
2025-06-30	$18,391,117	143,077	-0.6%	Shares	Defined	2025-08-13
2025-03-31	$18,012,898	143,873	+5.7%	Shares	Defined	2025-05-15
2024-12-31	$18,278,540	136,153	+9.1%	Shares	Defined	2025-02-14
2024-09-30	$13,961,469	124,812	+1799.1%	Shares	Defined	2024-11-14
2024-06-30	$667,911	6,572	-59.9%	Shares	Sole	2024-08-15
2023-03-31	$1,727,049	16,395	+218.7%	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.