Lido Advisors, LLC

Position in USB — US Bancorp De

CIK 1650150 Los Angeles, CA

Position in USB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$12,938,629

+$2,824,670 QoQ

Shares Held

248,772

+31.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 44.597060762465226.ToString("F0")% Shared 0.ToString("F0")% None 55.402939237534774.ToString("F0")%

Financial Services · as of Mar 31, 2026

Lido Advisors, LLC holds $196,691,480 across 37 Banks - Regional names. USB ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	513,633	$106,881,889
2	CFR	Cullen/Frost Bankers, Inc.	149,982	$20,559,531
3	GBCI	Glacier Bancorp, Inc.	417,249	$18,638,512
4	USB	US Bancorp De This page	248,772	$12,938,629
5	FITB	Fifth Third Bancorp	106,837	$4,963,645
6	PB	Prosperity Bancshares Inc	68,141	$4,577,712
7	NU	Nu Holdings Ltd.	253,280	$3,639,633
8	MCB	Metropolitan Bank Holding Corp.	34,484	$2,872,171

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,938,629	248,772	+31.2%	Shares	Defined	2026-05-13
2025-12-31	$10,113,959	189,542	+1.1%	Shares	Defined	2026-02-10
2025-09-30	$9,061,051	187,483	+52.0%	Shares	Sole	2025-11-14
2025-06-30	$5,579,595	123,306	-2.4%	Shares	Defined	2025-08-13
2025-03-31	$5,335,170	126,366	-2.7%	Shares	Defined	2025-05-15
2024-12-31	$6,213,738	129,913	+216.4%	Shares	Defined	2025-02-14
2024-09-30	$1,877,764	41,062	+22.9%	Shares	Sole	2024-11-14
2024-06-30	$1,326,176	33,405	+23.3%	Shares	Sole	2024-08-15
2024-03-31	$1,211,324	27,099	+6.6%	Shares	Defined	2024-05-15
2023-12-31	$1,100,262	25,422	+9.8%	Shares	Sole	2024-02-14
2023-09-30	$765,304	23,149	-12.3%	Shares	Defined	2023-11-14
2023-06-30	$872,321	26,402	-67.3%	Shares	Sole	2023-08-09
2023-03-31	$2,909,667	80,712	+361.5%	Shares	Defined	2023-05-15
2022-12-31	$762,694	17,489	+3.7%	Shares	Defined	2023-02-14
2022-09-30	$679,915	16,863	+4.9%	Shares	Defined	2022-11-14
2022-06-30	$739,909	16,078	+0.4%	Shares	Sole	2022-08-15
2022-03-31	$851,409	16,019	+12.9%	Shares	Sole	2022-05-17
2021-12-31	$797,276	14,194	+12.0%	Shares	Sole	2022-02-15
2021-09-30	$753,104	12,670	-34.2%	Shares	Sole	2022-02-15
2021-06-30	$1,097,014	19,256	-36.9%	Shares	Sole	2021-08-12
2021-03-31	$1,687,342	30,507	-17.0%	Shares	Sole	2021-05-13
2020-12-31	$1,711,949	36,745	+174.3%	Shares	Sole	2021-02-08
2020-09-30	$480,282	13,397	+39.7%	Shares	Sole	2020-11-12
2020-06-30	$353,103	9,590	-18.4%	Shares	Sole	2020-08-12
2020-03-31	$404,821	11,751	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.