Position in PB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,229,240
+$651,528 QoQ
Shares Held
71,604
+5.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#97
of 451 holders
Holding Since
Sep 2022
5 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PB 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. PB ranks #6 (2.3% 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
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|
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 PB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,229,240 | 71,604 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||