Position in PB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,577,712
+$3,371,797 QoQ
Shares Held
68,141
+247.6% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
4 quarters on record
Voting authority
Sole 96.62024331900031.ToString("F0")%
Shared 0.ToString("F0")%
None 3.3797566809996917.ToString("F0")%
Common Shares in PB 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. PB ranks #6 (2.3% 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
This page
|
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 PB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,577,712 | 68,141 | Shares | Sole | 2026-05-13 | |
| 2023-03-31 | $1,205,915 | 19,602 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,216,154 | 16,733 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $830,699 | 12,458 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||