Position in MYFW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$321,481
-$51,848 QoQ
Shares Held
13,079
-6.1% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Lido Advisors, LLC holds $196,691,480 across 37 Banks - Regional names. MYFW ranks #34 (0.2% 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.
|
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 MYFW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $321,481 | 13,079 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $373,329 | 13,925 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $320,692 | 13,925 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $314,125 | 13,924 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $273,606 | 13,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $272,214 | 13,924 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $278,480 | 13,924 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,708 | 13,924 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $203,011 | 13,924 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $276,112 | 13,924 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $252,720 | 13,924 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $258,986 | 13,924 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $275,695 | 13,924 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||