Position in RF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$484,981
+$5,993 QoQ
Shares Held
16,059
-12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#618
of 1,096 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in RF 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. RF ranks #31 (0.2% 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 RF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,981 | 16,059 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $478,988 | 18,338 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $698,068 | 25,759 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $680,556 | 25,808 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $382,082 | 16,245 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $457,872 | 21,071 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $524,284 | 22,291 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $507,030 | 21,733 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $340,319 | 16,982 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $268,470 | 12,760 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $258,509 | 13,339 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $175,302 | 10,192 | Shares | Sole | 2023-11-14 | |
| 2021-03-31 | $280,955 | 13,599 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $208,947 | 12,962 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||