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Citizens Business Bank’s Iron Mountain IRM Stock Holding History

Citizens Business Bank’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Sell
1,699
-500
-23% -$61.3K 0.03% 135
2026
Q1 		$225K Sell
2,199
-650
-23% -$64.7K 0.04% 133
2025
Q4 		$236K Sell
2,849
-1,090
-28% -$102K 0.04% 128
2025
Q3 		$402K Buy
3,939
+139
+4% +$13.4K 0.07% 106
2025
Q2 		$390K Hold
3,800
– – 0.08% 89
2025
Q1 		$327K Hold
3,800
– – 0.07% 94
2024
Q4 		$399K Sell
3,800
-200
-5% -$23.5K 0.07% 96
2024
Q3 		$475K Hold
4,000
– – 0.1% 97
2024
Q2 		$358K Hold
4,000
– – 0.08% 96
2024
Q1 		$321K Hold
4,000
– – 0.07% 101
2023
Q4 		$280K Hold
4,000
– – 0.06% 100
2023
Q3 		$238K Hold
4,000
– – 0.06% 101
2023
Q2 		$227K Hold
4,000
– – 0.05% 105
2023
Q1 		$212K Buy
+4,000
New +$210K 0.05% 105
2022
Q2 		– Sell
-7,395
Closed -$410K – 250
2022
Q1 		$410K Buy
7,395
+516
+8% +$24.6K 0.05% 206
2021
Q4 		$360K Sell
6,879
-500
-7% -$23.6K 0.04% 219
2021
Q3 		$321K Buy
7,379
+768
+12% +$34.6K 0.04% 218
2021
Q2 		$279K Sell
6,611
-4,036
-38% -$169K 0.04% 226
2021
Q1 		$394K Sell
10,647
-899
-8% -$30.1K 0.06% 204
2020
Q4 		$340K Sell
11,546
-71,798
-86% -$1.99M 0.05% 212
2020
Q3 		$2.23M Buy
83,344
+789
+1% +$22.5K 0.38% 78
2020
Q2 		$2.15M Sell
82,555
-5,522
-6% -$139K 0.38% 70
2020
Q1 		$2.1M Sell
88,077
-507
-0.6% -$15.3K 0.43% 64
2019
Q4 		$2.82M Buy
88,584
+2,366
+3% +$77.6K 0.47% 58
2019
Q3 		$2.79M Buy
86,218
+4,084
+5% +$128K 0.46% 54
2019
Q2 		$2.57M Buy
+82,134
New +$2.69M 0.43% 58

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citizens Business Bank's IRM Position: Q2 2026 in Review

Citizens Business Bank reduced its Iron Mountain (IRM) stake by 23% in Q2 2026, selling an estimated $61.3K and leaving 1,699 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #135.

Citizens Business Bank first reported a position in IRM in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.82M in Q4 2019. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Citizens Business Bank held 1,699 shares of Iron Mountain worth $215K as of Q2 2026.
  • Citizens Business Bank sold 500 Iron Mountain shares in Q2 2026, an estimated $61.3K.
  • Iron Mountain made up 0.03% of Citizens Business Bank's portfolio in Q2 2026, its #135 holding.
  • Citizens Business Bank first reported a position in Iron Mountain in Q2 2019 and has held it in 26 quarters since.
  • Citizens Business Bank's Iron Mountain position peaked at $2.82M in Q4 2019.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Citizens Business Bank's 13F filing for Q2 2026, filed 3 Aug 2026.