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PAULETTE MILLER

Citizens Business Bank

Assets Managed
$610.32M
Holdings
135
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
0.83%(2Q avg: 0.93%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Citizens Business Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Citizens Business Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 610.32M in assets, with a quarterly growth rate of 0.83% and a 2-quarter average growth rate of 0.93%. The portfolio is managed by PAULETTE MILLER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -0.63%
10.37%
$63.249M
650,511 shares@ $97.24 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.07%
9.56%
$58.333M
910,316 shares@ $64.09 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.67%
5.11%
$31.151M
178,617 shares@ $174.4 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.58%
3.2%
$19.498M
62,996 shares@ $309.52 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.94%
3.1%
$18.89M
74,431 shares@ $253.79 avg price
PWR
Quanta Services Inc
Recent Activity
Decreased -0.99%
2.53%
$15.387M
28,026 shares@ $549.02 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -1.51%
2.29%
$13.969M
95,492 shares@ $146.28 avg price
CVBF
Cvb Financial Corp
Recent Activity
2.18%
$13.296M
342,861 shares@ $38.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.26%
2.03%
$12.367M
33,410 shares@ $370.18 avg price
XPOF
Xponential Fitness Inc-a
Recent Activity
New Position
1.98%
$12.04M
2M shares@ $6.02 avg price

1-10 of 135