City National Bank of Florida /msd
City National Bank of Florida is a prominent commercial bank headquartered in Miami, Florida. Founded in 1946, it is now the second-largest financial institution in Florida with over $27 billion in assets and nearly 1,000 employees. The bank operates over 30 branches statewide, serving commercial, private, and personal banking clients. Since 2015, it has been owned by BCI, a leading Chilean bank. CNBFL provides a range of services, including lending, capital markets, investment management, and wealth advisory, primarily to Florida-based businesses and individuals, as well as select institutional clients.
Investment Strategy
City National Bank of Florida offers comprehensive investment management and capital markets services, focusing on long-term, diversified portfolio strategies tailored to individual and institutional client needs. Its approach blends proprietary research, intelligent diversification, and active risk management across public equities, fixed income, and alternative assets. The firm emphasizes prudent, relationship-driven advice, leveraging its integration with Bci Financial Group to deliver sophisticated finance solutions, including debt, equity, and structured products, particularly well-suited to clients seeking both growth and safety.
Latest 13F Filing Activity
City National Bank of Florida /msd filed their most recent 13F report on Jun 30, 2025 disclosing 129 equity positions with a total 13F market value of $137M. The fund increased holdings in Ishares Core S&P 500 (mkt), Ishare Russel 2500 Etf, Ishares Core Total BD among other positions. City National Bank of Florida /msd reduced exposure to Booking HLDGS Inc., Nuveen Esg Us Aggregate Bond Etf, Ishares 1-3 Year Treasury Bond among others.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 (MKT) | 25.68% | $35.3M | 56,815 | $590.80 | $620.90 | +$7.0M |
S SMMD | ISHARE RUSSEL 2500 ETF | 8.44% | $11.6M | 171,088 | $67.33 | $67.78 | +$2.7M |
I IWF | ISHARES RUSSELL 1000 GROWTH | 3.76% | $5.2M | 12,163 | $400.14 | $424.58 | +$707.6K |
I IUSB | ISHARES CORE TOTAL BD | 3.50% | $4.8M | 104,155 | $45.57 | $46.23 | +$1.7M |
S SPDW | SPDR PORTFOLIO DEVLPD WORLD EX | 2.88% | $4.0M | 97,595 | $34.96 | $40.49 | +$466.1K |