Lido Advisors, LLC quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Lido Advisors, LLC opened 2 positions, added to 2, reduced 2, sold out of 0 and left 2 unchanged. The largest increase in value was PSK (+$8,146,528); the largest decrease was PGX (-$60,644).
Two Form 13F-HR filings compared (SEC CIK 1650150): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Gotham Asset Management, LLC | United States | $32.652B | 1,749 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | United States | $32.419B | 465 |
| BAMCO INC /NY/ | United States | $33.128B | 326 |
| Bank Julius Baer & Co. Ltd, Zurich | Switzerland | $33.153B | 678 |
| PFA Pension, Forsikringsaktieselskab | Denmark | $33.244B | 381 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | Canada | $32.118B | 1,325 |
| Eurizon Capital SGR S.p.A. | Italy | $32.015B | 1,193 |
| Mastercard Foundation Asset Management Corp | Canada | $33.657B | 3 |
| TD Waterhouse Canada Inc. | Canada | $33.708B | 2,307 |
| GATES FOUNDATION TRUST | United States | $31.666B | 22 |