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Equibles

Lido Advisors, LLC

Position in MYFW — First Western Financial Inc

CIK 1650150 Los Angeles, CA
Back to MYFW Full portfolio

Position in MYFW

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$741,098
+$419,617 QoQ
Shares Held
23,080
+76.5% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 103 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MYFW Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Lido Advisors, LLC holds $228,437,051 across 47 Banks - Regional names. MYFW ranks #20 (0.3% 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 MYFW

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $741,098 23,080
2026-03-31 $321,481 13,079
2025-12-31 $373,329 13,925
2025-09-30 $320,692 13,925
2025-06-30 $314,125 13,924
2025-03-31 $273,606 13,924
2024-12-31 $272,214 13,924
2024-09-30 $278,480 13,924
2024-06-30 $236,708 13,924
2024-03-31 $203,011 13,924
2023-12-31 $276,112 13,924
2023-09-30 $252,720 13,924
2023-06-30 $258,986 13,924
2023-03-31 $275,695 13,924