Position in SAN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,905,379
+$660,215 QoQ
Shares Held
138,071
+25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#152
of 655 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in SAN Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $281,287,381 across 16 Banks - Diversified names. SAN ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
557,608 | $182,521,825 | |
| 2 | BAC |
Bank Of America Corp /De/
|
566,034 | $32,252,614 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
311,667 | $25,756,159 | |
| 4 | C |
Citigroup Inc
|
178,527 | $24,986,637 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
45,585 | $6,592,045 | |
| 6 | ING |
Ing Groep NV
|
67,991 | $2,133,556 | |
| 7 | SAN |
Banco Santander, S.A.
This page
|
138,071 | $1,905,379 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
10,052 | $955,844 |
All Filings in SAN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,905,379 | 138,071 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,245,164 | 110,387 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $492,765 | 42,009 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $416,652 | 39,757 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $256,660 | 30,923 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $213,093 | 31,805 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $167,346 | 36,699 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $170,671 | 33,465 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $164,095 | 35,442 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $150,867 | 31,171 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $53,501 | 12,923 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $40,104 | 10,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $235,165 | 63,387 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $53,043 | 14,375 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||