Position in MTB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,417,224
+$90,496 QoQ
Shares Held
7,736
+20.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#424
of 1,144 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $227,897,380 across 47 Banks - Regional names. MTB ranks #13 (0.6% of the industry book) .
| # | 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 MTB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417,224 | 7,736 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,326,728 | 6,418 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $928,419 | 4,608 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $915,770 | 4,634 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $850,063 | 4,382 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $813,491 | 4,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $850,932 | 4,526 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $766,628 | 4,304 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $585,157 | 3,866 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $498,276 | 3,426 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $537,215 | 3,919 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $268,706 | 2,125 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $223,881 | 1,809 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $280,836 | 1,936 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||