Citizens Business Bank

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$495.53M
13F filings
1
Latest filing
Nov 19, 2024

Top 10 holdings

IWR $55.09M
11.12% of AUM
VEA $45.38M
9.16% of AUM
NVDA $19.92M
4.02% of AUM
FPEI $18.20M
3.67% of AUM
AAPL $16.34M
3.30% of AUM
CVBF $12.64M
2.55% of AUM
MSFT $10.45M
2.11% of AUM
ZROZ $9.91M
2.00% of AUM
SPY $9.61M
1.94% of AUM
GOOG $9.50M
1.92% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Citizens Business Bank. Reported assets under management total $495.53M.

View live Citizens Business Bank filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Citizens Business Bank have under management?
Per Citizens Business Bank's most recent SEC Form 13F filing dated Nov 19, 2024, total assets under management are $495.53M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Citizens Business Bank submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Citizens Business Bank. Filings are due 45 days after quarter-end.
Where does Citizens Business Bank's holdings data come from?
Every position shown on this page sources back to Citizens Business Bank's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.