Citizens Business Bank

All 13F Filings

Location
Ontario, CA
Most recent 13F
Q1 2026
Holdings value ($000)
610,320
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/1/2026 135 610,320 13F-HR Citizens Business Bank
Q4 2025 2/2/2026 134 605,313 13F-HR Citizens Business Bank
Q3 2025 11/12/2025 147 599,164 13F-HR Citizens Business Bank
Q2 2025 7/29/2025 101 514,553 13F-HR Citizens Business Bank
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 417.5 K 68.4% 0 73.03 K -73.03 K
ETFs 181.3 K 29.7% 77.81 K 0 77.81 K
Debt 11.52 K 1.9% 216 0 216
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Fund Snapshot

Q1 2026
Latest filed
5/1/2026
Total value ($000)
610,320
Holdings
135
QoQ value change ($000)
5,007 (0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.