CITIZENS BUSINESS BANK
Q3 2026 Form 13-F
ONTARIO, CALIFORNIA
CIK 0001948632
· Institutional investment manager
$682.1M Reported Value Total
Reported value
$682.1M
Quarter over quarter
+1.8%
Holdings
132
Top-10 concentration
44.5%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Paulette Miller
VICE PRESIDENT TRUST OPERATIONS MANAGER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | November 09, 2026 |
| Form | 13F-HR |
| Reported value | $682.1M |
| Positions | 132 |
| Change in reported value | +2.7% |
| New positions | 3 |
| Exited positions | 10 |
| Position turnover | 9.2% |
| Top-10 concentration | 44.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 9, 2026
|
132 | $682.1M |
|
Q2 2026 13F
Filed Aug 3, 2026
|
139 | $664.1M |
|
Q1 2026 13F
Filed May 1, 2026
|
135 | $610.3M |
|
Q4 2025 13F
Filed Feb 2, 2026
|
134 | $605.3M |
|
Q3 2025 13F
Filed Nov 12, 2025
|
147 | $599.2M |
|
Q2 2025 13F
Filed Jul 29, 2025
|
101 | $514.6M |
|
Q1 2025 13F
Filed May 14, 2025
|
100 | $461.0M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
104 | $534.9M |
|
Q3 2024 13F
Filed Nov 7, 2024
|
107 | $495.5M |
|
Q2 2024 13F
Filed Aug 5, 2024
|
102 | $472.9M |
|
Q1 2024 13F
Filed Apr 18, 2024
|
107 | $479.8M |
|
Q4 2023 13F
Filed Feb 5, 2024
|
107 | $453.7M |
|
Q3 2023 13F
Filed Nov 3, 2023
|
105 | $425.5M |
|
Q2 2023 13F
Filed Aug 8, 2023
|
108 | $448.3M |
|
Q1 2023 13F
Filed May 9, 2023
|
107 | $434.2M |
|
Q4 2022 13F
Filed Feb 8, 2023
|
120 | $437.0M |
|
Q3 2022 13F
Filed Nov 4, 2022
|
118 | $410.1M |
|
Q2 2022 13F
Filed Nov 18, 2022
|
242 | $703.6M |
|
Q1 2022 13F
Filed Nov 18, 2022
|
247 | $828.1M |
|
Q4 2021 13F
Filed Nov 18, 2022
|
252 | $816.3M |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IWR ISHARES TR | $68.7M | 10.07% |
| 2 | VEA VANGUARD TAX-MANAGED FDS | $63.3M | 9.29% |
| 3 | NVDA NVIDIA CORPORATION | $40.2M | 5.9% |
| 4 | AAPL APPLE INC | $24.9M | 3.65% |
| 5 | AVGO BROADCOM INC | $21.9M | 3.21% |
| 6 | PWR QUANTA SVCS INC | $18.0M | 2.64% |
| 7 | PLTR PALANTIR TECHNOLOGIES INC | $17.6M | 2.58% |
| 8 | MSFT MICROSOFT CORP | $17.2M | 2.52% |
| 9 | DELL DELL TECHNOLOGIES INC | $16.5M | 2.41% |
| 10 | CVBF CVB FINL CORP | $14.8M | 2.17% |
| 11 | AMZN AMAZON COM INC | $12.3M | 1.81% |
| 12 | EMXC ISHARES INC | $12.1M | 1.78% |
| 13 | GOOGL ALPHABET INC | $11.7M | 1.71% |
| 14 | MRVL MARVELL TECHNOLOGY INC | $11.4M | 1.68% |
| 15 | IWM ISHARES TR | $11.1M | 1.63% |
| 16 | JBND J P MORGAN EXCHANGE TRADED F | $11.0M | 1.62% |
| 17 | SPY STATE STR SPDR S&P 500 ETF T | $11.0M | 1.61% |
| 18 | PANW PALO ALTO NETWORKS INC | $10.8M | 1.58% |
| 19 | EFA ISHARES TR | $10.4M | 1.52% |
| 20 | VOO VANGUARD INDEX FDS | $9.7M | 1.42% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.