Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,903,970
+$114,037 QoQ
Shares Held
38,217
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#572
of 1,678 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in TFC 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. TFC ranks #10 (0.8% 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 TFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,903,970 | 38,217 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,789,933 | 38,937 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,223,700 | 45,188 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,026,492 | 44,324 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $293,621 | 6,830 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,217,421 | 102,489 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,508,708 | 57,831 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,863,701 | 43,575 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,427,581 | 36,746 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,007,866 | 25,856 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $649,791 | 17,600 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $477,271 | 16,682 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $551,095 | 18,158 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $706,073 | 20,706 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $777,638 | 18,072 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $784,416 | 18,016 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $855,447 | 18,036 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $993,384 | 17,520 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,034,168 | 17,663 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,011,712 | 17,250 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $753,634 | 13,579 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,182,612 | 20,278 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $908,033 | 18,945 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $540,690 | 14,210 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $367,576 | 9,789 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $355,801 | 11,537 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||