Citizens Business Bank Portfolio Holdings

Citizens Business Bank

  • $522 Million
  • Q4 2024

Citizens Business Bank has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $522 Million distributed in 285 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 $55.4M, Vanguard Ftse Developed Market with a value of $39.6M, Nvidia Corp with a value of $22.6M, Quanta Services, Inc. with a value of $20.9M, and First Tr ETF Iii Instl Pfd Sec with a value of $18.7M.

Examining the 13F form we can see an increase of $40.7M in the current position value, from $481M to 522M.

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 $522 Million
ETFs: $182 Million
Technology: $126 Million
Financial Services: $59.7 Million
Industrials: $33.8 Million
Consumer Cyclical: $25.9 Million
Energy: $25.6 Million
Healthcare: $22.5 Million
Communication Services: $20.6 Million
Other: $25.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.77B
$7.93 Million 1.52% of portfolio
370,579
Q2 2024 Reduced 35.83%
$3.37B
$691,000 0.13% of portfolio
14,520
Q3 2022 New

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $522 Million
  • Prior Value $481 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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