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.
Latest 13F Filing Activity
Citizens Business Bank filed their most recent 13F report on Jun 30, 2025 disclosing 101 equity positions with a total 13F market value of $515M. The fund increased holdings in J P Morgan Exchange Traded F, Nvidia Corporation, Vanguard Tax-managed FDS among other positions. Citizens Business Bank reduced exposure to First TR Exch Traded FD III, Unitedhealth Group Inc., Diamondback Energy Inc. among others.
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 |