Citizens Business Bank
Citizens Business Bank is a leading commercial bank headquartered in Ontario, California, serving small to medium-sized businesses, entrepreneurs, and professionals throughout California. Founded in 1974 by George A. Borba Sr., the bank operates more than 60 banking centers and three trust offices, and is a subsidiary of CVB Financial Corp. The bank has over 1,000 employees, consistently ranks among the top-performing financial institutions nationwide, and is recognized for its financial strength, superior customer focus, and decades-long commitment to community banking.
Investment Strategy
Citizens Business Bank employs a relationship-based approach to commercial banking, focusing on serving the comprehensive financial needs of successful small and medium-sized businesses and their owners. Its strategy emphasizes delivering tailored banking, lending, wealth management, and trust services, underpinned by five core values: financial strength, superior people, customer focus, cost-effective operation, and having fun. The bank's philosophy is to foster long-standing relationships and help business clients achieve growth, utilizing its deep expertise, local leadership, and strong credit quality. Through its CitizensTrust division, the firm provides hands-on, personalized wealth management and investment advisory services, helping clients preserve, manage, and grow their assets.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWR | ISHARES TR | 11.53% | $59.3M | 645,119 | $56.10 | $91.97 | +$6.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 9.99% | $51.4M | 901,457 | $44.83 | $57.01 | +$8.3M |
N NVDA | NVIDIA CORPORATION | 5.24% | $27.0M | 170,717 | $2.81 | $157.99 | +$8.7M |
P PLTR | PALANTIR TECHNOLOGIES INC | 3.68% | $18.9M | 138,871 | $26.34 | $136.32 | +$7.5M |
A AVGO | BROADCOM INC | 3.10% | $16.0M | 57,874 | $48.25 | $275.65 | +$6.1M |