Citizens Business Bank Portfolio Holdings

Citizens Business Bank

  • $449 Million
  • Q1 2025

Citizens Business Bank has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $449 Million distributed in 191 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 $53.3M, Vanguard Ftse Developed Market with a value of $43.1M, Nvidia Corp with a value of $18.3M, First Tr ETF Iii Instl Pfd Sec with a value of $17.5M, and Apple Inc. with a value of $15.5M.

Examining the 13F form we can see an decrease of $72.8M in the current position value, from $522M to 449M.

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 $449 Million
ETFs: $169 Million
Technology: $92.4 Million
Financial Services: $48.5 Million
Healthcare: $29.9 Million
Energy: $27.4 Million
Consumer Cyclical: $23 Million
Industrials: $20.6 Million
Consumer Defensive: $13.6 Million
Other: $24.3 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 191
  • Current Value $449 Million
  • Prior Value $522 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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