Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,448,049
+$80,671 QoQ
Shares Held
33,371
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#2,191
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Citizens Business Bank holds $40,908,463 across 7 Software - Infrastructure names. MSFT ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
33,371 | $12,448,049 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
92,899 | $10,838,526 | |
| 3 | PANW |
Palo Alto Networks Inc
|
26,753 | $9,123,307 | |
| 4 | TOST |
Toast, Inc.
|
165,425 | $4,602,123 | |
| 5 | ORCL |
Oracle Corp
|
21,301 | $3,121,660 | |
| 6 | SNPS |
Synopsys Inc
|
887 | $395,664 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,468 | $379,134 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,448,049 | 33,371 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $12,367,378 | 33,410 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $16,532,065 | 34,184 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,446,627 | 33,684 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $12,534,232 | 25,199 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $9,309,295 | 24,799 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,933,473 | 18,822 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $2,448,493 | 5,809 | Principal | Sole | 2025-02-14 | |
| 2024-09-30 | $10,801,390 | 25,102 | Shares | Other | 2024-11-19 | |
| 2024-06-30 | $11,466,501 | 25,655 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $11,831,908 | 28,123 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,760,760 | 28,616 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $10,046,216 | 31,817 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $11,595,727 | 34,051 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,354,582 | 35,916 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $8,715,058 | 36,340 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $8,547,196 | 36,699 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $23,100,830 | 89,946 | Shares | Defined | 2022-11-18 | |
| 2022-03-31 | $27,919,318 | 90,556 | Shares | Sole | 2022-11-18 | |
| 2021-12-31 | $30,042,792 | 89,328 | Shares | Sole | 2022-11-18 | |
| 2021-09-30 | $24,876,620 | 88,240 | Shares | Other | 2022-11-18 | |
| 2021-06-30 | $24,215,208 | 89,388 | Shares | Defined | 2022-11-18 | |
| 2021-03-31 | $21,240,518 | 90,090 | Shares | Other | 2022-11-18 | |
| 2020-12-31 | $20,500,006 | 92,168 | Shares | Other | 2022-11-18 | |
| 2020-09-30 | $19,891,748 | 94,574 | Shares | Sole | 2022-11-18 | |
| 2020-06-30 | $20,271,630 | 99,610 | Shares | Sole | 2022-11-18 | |
| 2020-03-31 | $16,254,064 | 103,063 | Shares | Sole | 2022-11-18 | |
| No filing history on record for this holder in this stock. | ||||||