Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$496,639
+$116,606 QoQ
Shares Held
10,021
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#405
of 758 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in UBS 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. UBS ranks #12 (0.2% 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.
|
138,071 | $1,905,379 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
10,052 | $955,844 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,639 | 10,021 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $380,033 | 9,727 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $397,570 | 8,585 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $348,541 | 8,501 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $298,393 | 8,823 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $276,986 | 9,043 | Shares | Defined | 2025-05-15 | |
| 2023-06-30 | $252,138 | 12,439 | Shares | Sole | 2023-08-09 | |
| 2020-12-31 | $281,384 | 19,914 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||