13F Insight
DOSSIER · 13F-HR · Q1 2026

Citizens Business Bank

$610M in tracked AUM across 229 positions as of Q1 2026.

CB
CIK 0001948632 · last filed Mar 31, 2026
Total AUM
$610M
as of Q1 2026
Holdings
229
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Citizens Business Bank filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWR
ISHARES TR
$63M651K10.4%02
VEA
VANGUARD TAX-MANAGED FDS
$58M910K9.6%03
NVDA
NVIDIA CORPORATION
$31M179K5.1%04
AVGO
BROADCOM INC
$19M63K3.2%05
AAPL
APPLE INC
$19M74K3.1%06
PWR
QUANTA SVCS INC
$15M28K2.5%07
PLTR
PALANTIR TECHNOLOGIES INC
$14M95K2.3%08
CVBF
CVB FINL CORP
$13M343K2.2%09
MSFT
MICROSOFT CORP
$12M33K2.0%10
XPOF
XPONENTIAL FITNESS INC
$12M2.0M2.0%

Filing history

2026Q1Mar 31
$610M▲ 0.8%
229 positionsView →2025Q4Dec 31
$605M▲ 1.0%
226 positionsView →2025Q3Sep 30
$599M▲ 16.4%
242 positionsView →2025Q2Jun 30
$515M▲ 11.6%
189 positionsLocked2025Q1Mar 31
$461M▼ 13.8%
191 positionsLocked2024Q4Dec 31
$535M▲ 7.9%
285 positionsLocked2024Q3Sep 30
$496M▲ 4.8%
206 positionsLocked2024Q2Jun 30
$473M▼ 1.4%
200 positionsLocked2024Q1Mar 31
$480M▲ 5.8%
211 positionsLocked2023Q4Dec 31
$454M▲ 6.6%
209 positionsLocked2023Q3Sep 30
$426M▼ 5.1%
207 positionsLocked2023Q2Jun 30
$448M▲ 3.3%
209 positionsLocked
Showing 12 of 54