13F Filings History of Citizens Business Bank

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$587,452,147
Signature - Title
Paulette Miller - VICE PRESIDENT TRUST OPERATIONS MANAGER
Location
Ontario, CA
Summary
This page shows a list of all the recent 13F filings made by Citizens Business Bank. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Citizens Business Bank reported 135 stock holdings with total value $587,452,147 as of Q4 2025. Top holdings included IWR, VEA, NVDA, AVGO, and AAPL.

Notify me when Citizens Business Bank files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 135 $587,452,147 +$29,285,387 -$34,212,796 -$4,927,409 IWR, VEA, NVDA, AVGO, AAPL 13F-HR 30 Jan 2026, 19:26
Q3 2025 148 $580,985,811 +$58,547,618 -$17,096,790 +$41,450,828 IWR, VEA, NVDA, AVGO, AAPL 13F-HR 10 Nov 2025, 21:12
Q2 2025 102 $495,595,041 +$25,252,426 -$21,841,695 +$3,410,731 IWR, VEA, NVDA, PLTR, AVGO 13F-HR 29 Jul 2025, 12:42
Q1 2025 101 $442,808,046 +$98,625,103 -$154,577,394 -$55,952,291 IWR, VEA, NVDA, FPEI, AAPL 13F-HR 14 May 2025, 10:00
Q4 2024 196 $514,227,906 +$148,763,248 -$117,159,277 +$31,603,971 IWR, VEA, NVDA, PWR, SPY 13F-HR 14 Feb 2025, 11:54
Q3 2024 108 $477,923,498 +$15,226,816 -$10,313,212 +$4,913,604 IWR, VEA, NVDA, FPEI, AAPL Restatement 19 Nov 2024, 13:59
Q2 2024 103 $455,813,300 +$32,881,198 -$18,138,296 +$14,742,902 IWR, VEA, NVDA, FPEI, AAPL 13F-HR 02 Aug 2024, 17:38
Q1 2024 108 $458,674,605 +$22,544,849 -$21,243,175 +$1,301,674 IWR, VEA, FPEI, NVDA, AAPL 13F-HR 17 Apr 2024, 18:58
Q4 2023 108 $423,810,414 +$14,815,025 -$37,644,898 -$22,829,873 IWR, VEA, FPEI, AAPL, NVDA 13F-HR 05 Feb 2024, 17:25
Q3 2023 106 $403,967,187 +$20,092,674 -$33,178,740 -$13,086,066 IWR, VEA, FPEI, AAPL, NVDA 13F-HR 02 Nov 2023, 21:13
Q2 2023 109 $426,467,732 +$13,860,050 -$23,961,252 -$10,101,202 IWR, VEA, FPEI, AAPL, MSFT 13F-HR 07 Aug 2023, 21:46
Q1 2023 108 $413,706,668 +$19,362,465 -$34,630,605 -$15,268,140 IWR, VEA, FPEI, AAPL, EMXC 13F-HR 09 May 2023, 16:39
Q4 2022 121 $404,535,594 +$17,864,512 -$19,247,527 -$1,383,015 IWR, VEA, PFF, AAPL, EMXC 13F-HR 07 Feb 2023, 20:47
Q3 2022 119 $378,797,000 +$16,110,910 -$264,152,510 -$248,041,600 IWR, VEA, PFF, EMXC, AAPL 13F-HR 03 Nov 2022, 18:20
Q2 2022 243 $670,120,000 +$30,246,455 -$43,191,197 -$12,944,742 IWR, VEA, MSFT, AAPL, PFF 13F-HR 18 Nov 2022, 16:05
Q1 2022 248 $796,257,000 +$67,569,493 -$34,945,696 +$32,623,797 IWR, VEA, AAPL, MSFT, PFF 13F-HR 18 Nov 2022, 16:05
Q4 2021 253 $786,924,000 +$26,295,203 -$17,307,088 +$8,988,115 IWR, VEA, AAPL, MSFT, PFF 13F-HR 18 Nov 2022, 16:05
Q3 2021 238 $727,001,000 +$39,517,390 -$38,756,218 +$761,172 IWR, VEA, MSFT, AAPL, PFF 13F-HR 18 Nov 2022, 16:05
Q2 2021 245 $737,770,000 +$29,181,178 -$34,397,399 -$5,216,221 IWR, VEA, MSFT, AAPL, PFF 13F-HR 18 Nov 2022, 16:04
Q1 2021 242 $711,203,000 +$40,748,894 -$57,487,010 -$16,738,116 IWR, VEA, AAPL, MSFT, IEMG 13F-HR 18 Nov 2022, 16:04
Q4 2020 240 $676,489,000 +$55,105,995 -$48,162,937 +$6,943,058 IWR, VEA, AAPL, MSFT, IEMG 13F-HR 18 Nov 2022, 16:04
Q3 2020 230 $586,075,000 +$40,832,176 -$33,383,672 +$7,448,504 IWR, VEA, AAPL, MSFT, IEMG 13F-HR 18 Nov 2022, 16:04
Q2 2020 234 $564,487,000 +$44,664,621 -$49,287,126 -$4,622,505 IWR, VEA, MSFT, AAPL, IEMG 13F-HR 18 Nov 2022, 16:03
Q1 2020 237 $483,242,000 +$49,263,656 -$31,553,424 +$17,710,232 VEA, IWR, IEMG, MSFT, PFF 13F-HR 18 Nov 2022, 16:01
Q4 2019 240 $606,671,000 +$24,492,290 -$66,836,691 -$42,344,401 VEA, IWR, IEMG, JPM, MSFT 13F-HR 18 Nov 2022, 16:01
Q3 2019 247 $606,412,000 +$53,021,022 -$58,033,530 -$5,012,508 VEA, IWR, IEMG, BND, PFF 13F-HR 18 Nov 2022, 16:01
Q2 2019 251 $604,172,000 +$56,436,118 -$45,865,066 +$10,571,052 VEA, IWR, VWO, BND, PFF 13F-HR 18 Nov 2022, 16:01
Q1 2019 247 $579,969,000 +$22,427,948 -$20,264,611 +$2,163,337 VEA, IWR, PFF, AMJ, CVBF 13F-HR 18 Nov 2022, 16:00
Q4 2018 260 $519,709,000 +$37,523,966 -$51,514,131 -$13,990,165 VEA, IWR, PFF, CVBF, JPM 13F-HR 18 Nov 2022, 16:00
Q3 2018 276 $589,727,000 +$26,578,999 -$34,582,355 -$8,003,356 VEA, PFF, AMJ, JPM, CVBF 13F-HR 18 Nov 2022, 16:00
Q2 2018 269 $571,146,000 +$35,877,976 -$37,656,685 -$1,778,709 VEA, PFF, AMJ, CVBF, JPM 13F-HR 18 Nov 2022, 16:00
Q1 2018 270 $564,424,000 +$73,865,686 -$103,157,889 -$29,292,203 VEA, PFF, AMJ, JPM, VWO 13F-HR 18 Nov 2022, 16:00
Q4 2017 282 $613,374,000 +$45,731,652 -$58,809,914 -$13,078,262 EFA, IJH, HEFA, PFF, AMJ 13F-HR 18 Nov 2022, 15:59
Q3 2017 282 $598,777,000 +$28,140,144 -$52,380,427 -$24,240,283 IJH, EFA, HEFA, PFF, KYN 13F-HR 18 Nov 2022, 15:59
Q2 2017 284 $603,344,000 +$32,523,200 -$34,826,032 -$2,302,832 IJH, EFA, HEFA, KYN, VNQ 13F-HR 18 Nov 2022, 15:59
Q1 2017 275 $597,704,000 +$79,513,389 -$57,621,817 +$21,891,572 IJH, VNQ, KYN, EFA, HEFA 13F-HR 18 Nov 2022, 15:59
Q4 2016 265 $561,910,000 +$32,918,932 -$34,832,319 -$1,913,387 EFA, IJH, VNQ, KYN, CVBF 13F-HR 18 Nov 2022, 15:57
Q3 2016 271 $537,881,000 +$17,663,415 -$33,295,700 -$15,632,285 EFA, IJH, KYN, VNQ, CVBF 13F-HR 18 Nov 2022, 15:57
Q2 2016 266 $532,699,000 +$20,817,887 -$31,651,992 -$10,834,105 EFA, IJH, KYN, VNQ, XOM 13F-HR 18 Nov 2022, 15:57
Q1 2016 268 $533,026,000 +$44,514,493 -$32,191,433 +$12,323,060 EFA, IJH, VNQ, KYN, CVBF 13F-HR 18 Nov 2022, 15:56
Q4 2015 254 $515,072,000 +$37,785,194 -$70,168,835 -$32,383,641 EFA, VNQ, IJH, KYN, CVBF 13F-HR 18 Nov 2022, 15:56
Q3 2015 272 $530,989,000 +$44,525,466 -$32,829,414 +$11,696,052 EFA, VNQ, IJH, KYN, CVBF 13F-HR 18 Nov 2022, 15:56
Q2 2015 276 $572,692,000 +$53,886,161 -$39,169,060 +$14,717,101 VNQ, EFA, KYN, IJH, IWM 13F-HR 18 Nov 2022, 15:56
Q1 2015 286 $568,729,000 +$42,877,202 -$27,444,967 +$15,432,235 VNQ, KYN, EFA, IJH, XOM 13F-HR 18 Nov 2022, 15:55
Q4 2014 289 $551,642,000 +$36,399,695 -$23,907,229 +$12,492,466 VNQ, KYN, EFA, XOM, IJH 13F-HR 18 Nov 2022, 15:52
Q3 2014 283 $519,370,000 +$28,007,411 -$18,814,116 +$9,193,295 VNQ, KYN, XOM, EFA, IJH 13F-HR 18 Nov 2022, 15:52
Q2 2014 281 $516,730,000 +$35,324,063 -$35,266,072 +$57,991 VNQ, KYN, XOM, EFA, IJH 13F-HR 18 Nov 2022, 15:51
Q1 2014 283 $512,444,000 +$93,381,702 -$74,854,722 +$18,526,980 VNQ, KYN, XOM, EFA, AAPL 13F-HR 18 Nov 2022, 15:51
Q4 2013 291 $490,836,000 +$49,016,345 -$56,164,207 -$7,147,862 XOM, KYN, VNQ, AAPL, JPM 13F-HR 18 Nov 2022, 15:51
Q3 2013 292 $461,987,000 +$70,799,553 -$75,244,665 -$4,445,112 VNQ, XOM, KYN, AAPL, JPM 13F-HR 18 Nov 2022, 15:51
Q2 2013 254 $449,043,000 +$33,697,033 -$35,856,583 -$2,159,550 XOM, VNQ, AAPL, JPM, KYN 13F-HR 18 Nov 2022, 15:51
Q1 2013 260 $449,987,000 +$53,170,937 -$32,078,155 +$21,092,782 XOM, VNQ, AAPL, JPM, CVX 13F-HR 18 Nov 2022, 15:50
Q4 2012 255 $393,417,000 $0 $0 $0 XOM, VNQ, AAPL, JPM, VOD 13F-HR 18 Nov 2022, 15:46