Citizens Business Bank has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $491 Million distributed in 189 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell Mid Cap ETF with a value of $59.3M, Vanguard Ftse Developed Market with a value of $51.4M, Nvidia Corp with a value of $27M, Palantir Technologies Inc. with a value of $18.9M, and Broadcom Inc. with a value of $16M.
Examining the 13F form we can see an increase of $42.4M in the current position value, from $449M to 491M.
Citizens Business Bank is based out at Ontario, CA
Below you can find more details about Citizens Business Bank portfolio as well as his latest detailed transactions.
Portfolio value
$491 Million
ETFs: $170 Million
Technology: $124 Million
Financial Services: $55.2 Million
Healthcare: $26.1 Million
Energy: $25.9 Million
Industrials: $25.7 Million
Consumer Cyclical: $25.1 Million
Communication Services: $14.2 Million
Other: $25.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more