Citizens Business Bank

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$456M
Signature - Title
Paulette Miller - VICE PRESIDENT TRUST OPERATIONS MANAGER
Location
701 N. Haven Ave., Ontario, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 103 $456M +$32.9M -$18.1M +$14.7M IWR, VEA, NVDA, FPEI, AAPL 13F-HR 8/2/2024, 05:38 PM
Q1 2024 107 $454M +$22.5M -$19.8M +$2.7M IWR, VEA, FPEI, NVDA, AAPL 13F-HR 4/17/2024, 06:58 PM
Q4 2023 107 $419M +$14.8M -$37.6M -$22.8M IWR, VEA, FPEI, AAPL, NVDA 13F-HR 2/5/2024, 05:25 PM
Q3 2023 105 $398M +$20.1M -$33.2M -$13.1M IWR, VEA, FPEI, AAPL, NVDA 13F-HR 11/2/2023, 09:13 PM
Q2 2023 108 $432M +$13.9M -$24M -$10.1M IWR, VEA, FPEI, AAPL, MSFT 13F-HR 8/7/2023, 09:46 PM
Q1 2023 107 $408M +$19.4M -$34.6M -$15.3M IWR, VEA, FPEI, AAPL, EMXC 13F-HR 5/9/2023, 04:39 PM
Q4 2022 120 $399M +$17.9M -$19.2M -$1.38M IWR, VEA, PFF, AAPL, EMXC 13F-HR 2/7/2023, 08:47 PM
Q3 2022 118 $374M +$16.1M -$264M -$248M IWR, VEA, PFF, EMXC, AAPL 13F-HR 11/3/2022, 06:20 PM
Q2 2022 242 $668M +$30.2M -$43.2M -$13M IWR, VEA, MSFT, AAPL, PFF 13F-HR 11/18/2022, 04:05 PM
Q1 2022 247 $794M +$67.6M -$35M +$32.6M IWR, VEA, AAPL, MSFT, PFF 13F-HR 11/18/2022, 04:05 PM
Q4 2021 252 $786M +$26.3M -$17.3M +$8.98M IWR, VEA, AAPL, MSFT, PFF 13F-HR 11/18/2022, 04:05 PM
Q3 2021 237 $726M +$39.5M -$38.9M +$659K IWR, VEA, MSFT, AAPL, PFF 13F-HR 11/18/2022, 04:05 PM
Q2 2021 242 $735M +$29.2M -$34.4M -$5.2M IWR, VEA, MSFT, AAPL, PFF 13F-HR 11/18/2022, 04:04 PM
Q1 2021 241 $708M +$40.7M -$57.4M -$16.7M IWR, VEA, AAPL, MSFT, IEMG 13F-HR 11/18/2022, 04:04 PM
Q4 2020 239 $679M +$55.1M -$48.2M +$6.92M IWR, VEA, AAPL, MSFT, IEMG 13F-HR 11/18/2022, 04:04 PM
Q3 2020 229 $588M +$40.8M -$33.4M +$7.45M IWR, VEA, AAPL, MSFT, IEMG 13F-HR 11/18/2022, 04:04 PM
Q2 2020 233 $567M +$44.7M -$49.3M -$4.62M IWR, VEA, MSFT, AAPL, IEMG 13F-HR 11/18/2022, 04:03 PM
Q1 2020 236 $485M +$49.3M -$30M +$19.3M VEA, IWR, IEMG, MSFT, PFF 13F-HR 11/18/2022, 04:01 PM
Q4 2019 240 $607M +$24.5M -$66.8M -$42.3M VEA, IWR, IEMG, JPM, MSFT 13F-HR 11/18/2022, 04:01 PM
Q3 2019 247 $606M +$53M -$58M -$5.01M VEA, IWR, IEMG, BND, PFF 13F-HR 11/18/2022, 04:01 PM
Q2 2019 251 $604M +$56.4M -$45.9M +$10.6M VEA, IWR, VWO, BND, PFF 13F-HR 11/18/2022, 04:01 PM
Q1 2019 247 $580M +$22.4M -$20.3M +$2.16M VEA, IWR, PFF, AMJ, CVBF 13F-HR 11/18/2022, 04:00 PM
Q4 2018 260 $520M +$37.5M -$51.5M -$14M VEA, IWR, PFF, CVBF, JPM 13F-HR 11/18/2022, 04:00 PM
Q3 2018 276 $590M +$26.6M -$34.6M -$8M VEA, PFF, AMJ, JPM, CVBF 13F-HR 11/18/2022, 04:00 PM
Q2 2018 269 $571M +$35.9M -$37.7M -$1.78M VEA, PFF, AMJ, CVBF, JPM 13F-HR 11/18/2022, 04:00 PM
Q1 2018 270 $564M +$73.9M -$103M -$29.3M VEA, PFF, AMJ, JPM, VWO 13F-HR 11/18/2022, 04:00 PM
Q4 2017 282 $613M +$45.7M -$58.8M -$13.1M EFA, IJH, HEFA, PFF, AMJ 13F-HR 11/18/2022, 03:59 PM
Q3 2017 282 $599M +$28.1M -$52.4M -$24.2M IJH, EFA, HEFA, PFF, KYN 13F-HR 11/18/2022, 03:59 PM
Q2 2017 284 $603M +$32.5M -$34.8M -$2.3M IJH, EFA, HEFA, KYN, VNQ 13F-HR 11/18/2022, 03:59 PM
Q1 2017 275 $598M +$79.5M -$57.6M +$21.9M IJH, VNQ, KYN, EFA, HEFA 13F-HR 11/18/2022, 03:59 PM
Q4 2016 265 $562M +$32.9M -$34.8M -$1.91M EFA, IJH, VNQ, KYN, CVBF 13F-HR 11/18/2022, 03:57 PM
Q3 2016 271 $538M +$17.7M -$33.3M -$15.6M EFA, IJH, KYN, VNQ, CVBF 13F-HR 11/18/2022, 03:57 PM
Q2 2016 266 $533M +$20.8M -$31.7M -$10.8M EFA, IJH, KYN, VNQ, XOM 13F-HR 11/18/2022, 03:57 PM
Q1 2016 268 $533M +$44.5M -$32.2M +$12.3M EFA, IJH, VNQ, KYN, CVBF 13F-HR 11/18/2022, 03:56 PM
Q4 2015 254 $515M +$37.8M -$70.2M -$32.4M EFA, VNQ, IJH, KYN, CVBF 13F-HR 11/18/2022, 03:56 PM
Q3 2015 272 $531M +$44.5M -$32.8M +$11.7M EFA, VNQ, IJH, KYN, CVBF 13F-HR 11/18/2022, 03:56 PM
Q2 2015 276 $573M +$53.9M -$39.2M +$14.7M VNQ, EFA, KYN, IJH, IWM 13F-HR 11/18/2022, 03:56 PM
Q1 2015 286 $569M +$42.9M -$27.4M +$15.4M VNQ, KYN, EFA, IJH, XOM 13F-HR 11/18/2022, 03:55 PM
Q4 2014 289 $552M +$36.4M -$23.9M +$12.5M VNQ, KYN, EFA, XOM, IJH 13F-HR 11/18/2022, 03:52 PM
Q3 2014 283 $519M +$23.9M -$18.6M +$5.28M VNQ, KYN, XOM, EFA, IJH 13F-HR 11/18/2022, 03:52 PM
Q2 2014 279 $519M +$35.2M -$35.3M -$114K VNQ, KYN, XOM, EFA, IJH 13F-HR 11/18/2022, 03:51 PM
Q1 2014 280 $515M +$87.6M -$73.9M +$13.7M VNQ, KYN, XOM, EFA, AAPL 13F-HR 11/18/2022, 03:51 PM
Q4 2013 278 $492M +$47.5M -$55.6M -$8.16M XOM, KYN, VNQ, AAPL, JPM 13F-HR 11/18/2022, 03:51 PM
Q3 2013 273 $464M +$68.7M -$71.8M -$3.07M VNQ, XOM, KYN, AAPL, JPM 13F-HR 11/18/2022, 03:51 PM
Q2 2013 254 $449M +$33.7M -$35.9M -$2.16M XOM, VNQ, AAPL, JPM, KYN 13F-HR 11/18/2022, 03:51 PM
Q1 2013 260 $450M +$53.2M -$32.1M +$21.1M XOM, VNQ, AAPL, JPM, CVX 13F-HR 11/18/2022, 03:50 PM
Q4 2012 255 $393M $0 $0 XOM, VNQ, AAPL, JPM, VODXXXX 13F-HR 11/18/2022, 03:46 PM