Position in WAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$369,571
New position
Shares Held
4,496
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 493 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 32%
Shared 0%
None 68%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $228,437,051 across 47 Banks - Regional names. WAL ranks #35 (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 WAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,571 | 4,496 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||