Citizens Business Bank has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $573 Million distributed in 242 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 $62.9M, Vanguard Ftse Developed Market with a value of $54.6M, Nvidia Corp with a value of $33.5M, Broadcom Inc. with a value of $21M, and Apple Inc. with a value of $19.1M.

Examining the 13F form we can see an increase of $82.1M in the current position value, from $491M to 573M.

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 $573 Million
ETFs: $183 Million
Technology: $153 Million
Financial Services: $66.7 Million
Consumer Cyclical: $33.5 Million
Healthcare: $32.7 Million
Industrials: $28 Million
Energy: $26.8 Million
Communication Services: $20 Million
Other: $29.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $573 Million
  • Prior Value $491 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 51 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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