StockDriftsStockDriftsTop 50 Citizens Business Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TR | 10.54% | 634.4K | $70.0M | -2.48%(-16.11K) | $56.07(+102.17%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.42% | 877.9K | $62.6M | -3.56%(-32.41K) | $42.13(+73.24%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.27% | 175.0K | $35.0M | -2.05%(-3.66K) | $23.15(+852.26%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.51% | 61.8K | $23.3M | -1.96%(-1.24K) | $80.43(+422.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.23% | 74.1K | $21.4M | -0.49%(-366) | $84.37(+263.49%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 3% | 27.6K | $19.9M | -1.37%(-384) | $201.64(+232.65%) | 2026-06-30 | |
| CVBF | CVB FINL CORP | 2.33% | 342.9K | $15.5M | +0.00%(+0) | $19.86(+14.13%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 1.96% | 30.1K | $13.0M | -10.96%(-3.71K) | $115.08(+281.51%) | 2026-06-30 | |
| EMXC | ISHARES INC | 1.88% | 121.9K | $12.5M | -6.08%(-7.90K) | $47.47(+100.49%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.87% | 33.4K | $12.4M | -0.12%(-39) | $256.98(+95.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.13% | +77.72% | +11.25% | +70.42% |
| Top 20 Holdings Unweighted | +23.57% | +88.70% | +14.05% | +92.93% |
Citizens Business Bank reports $664.08M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are IWR (10.5%), VEA (9.4%) and NVDA (5.3%). The top 20 holdings account for 59.48% of reported assets. Its disclosed equity book has returned +77.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Citizens Business Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1948632). View Citizens Business Bank’s 13F filings on SEC