Position in CVBF
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$6,648,074
+$270,860 QoQ
Shares Held
342,861
0.0% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVBF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Citizens Business Bank holds $12,168,246 across 3 Banks - Regional names. CVBF ranks #1 (54.6% of the industry book) .
All Filings in CVBF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,648,074 | 342,861 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,377,214 | 342,861 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $6,483,501 | 342,861 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $6,819,218 | 344,579 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $6,360,928 | 344,579 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,869,866 | 367,579 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $64,230 | 3,000 | Principal | Other | 2025-02-14 | |
| 2024-09-30 | $6,603,717 | 370,579 | Shares | Other | 2024-11-19 | |
| 2024-06-30 | $6,388,781 | 370,579 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,302,225 | 577,479 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $17,157,562 | 849,805 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,522,017 | 514,304 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,850,232 | 591,132 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $10,881,464 | 652,366 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $18,972,883 | 736,811 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $18,746,877 | 740,398 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $18,443,704 | 743,398 | Shares | Other | 2022-11-18 | |
| 2022-03-31 | $17,416,737 | 750,398 | Shares | Sole | 2022-11-18 | |
| 2021-12-31 | $16,100,277 | 751,998 | Shares | Other | 2022-11-18 | |
| 2021-09-30 | $12,115,342 | 594,764 | Shares | Sole | 2022-11-18 | |
| 2021-06-30 | $12,254,282 | 595,157 | Shares | Other | 2022-11-18 | |
| 2021-03-31 | $13,145,913 | 595,107 | Shares | Other | 2022-11-18 | |
| 2020-12-31 | $11,603,611 | 595,057 | Shares | Other | 2022-11-18 | |
| 2020-09-30 | $9,894,850 | 595,000 | Shares | Other | 2022-11-18 | |
| 2020-06-30 | $11,177,379 | 596,445 | Shares | Sole | 2022-11-18 | |
| 2020-03-31 | $11,957,639 | 596,391 | Shares | Sole | 2022-11-18 | |
| No filing history on record for this holder in this stock. | ||||||