Midwest Heritage Bank, Fsb Portfolio Holdings
Midwest Heritage Bank, Fsb
- $247 Million
- Q2 2025
Midwest Heritage Bank, Fsb has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $247 Million distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $44.5M, Capital Group Core Equity ETF with a value of $36.1M, Capital Group Divid Value ETF with a value of $25.3M, Capital Group Core Plus Income with a value of $22.7M, and Dimensional ETF Tr Dimensional with a value of $17.2M.
Examining the 13F form we can see an increase of $20.8M in the current position value, from $227M to 247M.
Below you can find more details about Midwest Heritage Bank, Fsb portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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