Position in HTBK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$0
+$0 QoQ
Shares Held
78,895
-9.3% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $228,437,051 across 47 Banks - Regional names.
| # | 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 HTBK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 78,895 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | — | 86,967 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | — | 118,469 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | — | 118,397 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | — | 118,431 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | — | 118,397 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | — | 118,397 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | — | 121,897 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | — | 121,897 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | — | 123,918 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | — | 119,593 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | — | 63,738 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | — | 62,738 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | — | 125,476 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | — | 87,096 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||