Mid West One Financial Group, Inc. Portfolio Holdings

Mid West One Financial Group, Inc.

  • $753 Million
  • Q2 2025

Mid West One Financial Group, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $753 Million distributed in 376 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mid West One Financial Group, Inc. with a value of $117M, Schwab Strategic Tr Us Large C with a value of $31.2M, Vanguard Russell 1000 Growth E with a value of $30.3M, Apple Inc. with a value of $27.2M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $22.5M.

Examining the 13F form we can see an increase of $56M in the current position value, from $697M to 753M.

Mid West One Financial Group, Inc. is based out at Iowa City, IA

Below you can find more details about Mid West One Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $753 Million
ETFs: $290 Million
Financial Services: $173 Million
Technology: $87.1 Million
Industrials: $50.3 Million
Healthcare: $48.7 Million
Communication Services: $24.9 Million
Consumer Cyclical: $22.5 Million
Consumer Defensive: $19.5 Million
Other: $37.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$568M
$117 Million 15.5% of portfolio
4,057,200
Q2 2025 Reduced 0.06%
$4.35T
$27.2 Million 3.61% of portfolio
132,674
Q2 2025 Reduced 0.49%
$3.86T
$15 Million 1.99% of portfolio
30,191
Q2 2025 Reduced 1.28%
$913B
$8.77 Million 1.16% of portfolio
30,240
Q2 2025 Added 0.01%
$243B
$8.21 Million 1.09% of portfolio
66,613
Q2 2025 Added 0.82%
$1.46T
$6.63 Million 0.88% of portfolio
8,981
Q2 2025 Added 3.24%
$386B
$6.18 Million 0.82% of portfolio
33,316
Q2 2025 Reduced 2.8%
$646B
$5.92 Million 0.79% of portfolio
12,197
Q2 2025 Added 10.56%
$150B
$5.88 Million 0.78% of portfolio
21,341
Q2 2025 Added 0.05%
$5.19B
$5.9 Million 0.78% of portfolio
56,121
Q1 2025 New
$708B
$5.51 Million 0.73% of portfolio
25,201
Q2 2025 Reduced 0.14%
$216B
$5.37 Million 0.71% of portfolio
39,466
Q2 2025 Reduced 1.71%
$820B
$4.99 Million 0.66% of portfolio
6,405
Q2 2025 Added 1.34%
$139B
$4.97 Million 0.66% of portfolio
9,766
Q2 2025 Reduced 0.18%
$2.49T
$4.59 Million 0.61% of portfolio
20,911
Q2 2025 Added 3.02%
$1.99B
$4.53 Million 0.6% of portfolio
203,760
Q2 2025 Added 81.03%
$30.7B
$4.43 Million 0.59% of portfolio
55,687
Q2 2025 Added 0.23%
$1.72T
$4.4 Million 0.58% of portfolio
24,785
Q2 2025 Reduced 1.4%
$176B
$4.38 Million 0.58% of portfolio
151,433
Q2 2025 Reduced 0.11%
$10.2B
$4.21 Million 0.56% of portfolio
221,955
Q2 2025 Added 113.24%
$494B
$4.19 Million 0.56% of portfolio
27,434
Q2 2025 Added 17.94%
$477B
$4.05 Million 0.54% of portfolio
37,567
Q2 2025 Reduced 0.6%
$26B
$3.76 Million 0.5% of portfolio
23,810
Q2 2025 Reduced 11.36%
$8.63B
$3.68 Million 0.49% of portfolio
34,712
Q2 2025 Added 69.19%
$4.57B
$3.72 Million 0.49% of portfolio
46,720
Q2 2025 Reduced 26.68%
$356B
$3.7 Million 0.49% of portfolio
23,209
Q2 2025 Reduced 0.93%
$21.6B
$3.52 Million 0.47% of portfolio
43,979
Q2 2025 Added 58.89%
$117B
$3.53 Million 0.47% of portfolio
4,822
Q2 2025 Reduced 16.08%
$557B
$3.33 Million 0.44% of portfolio
9,387
Q2 2025 Added 4.01%
$309B
$3.35 Million 0.44% of portfolio
23,362
Q2 2025 Reduced 0.63%
$300B
$3.26 Million 0.43% of portfolio
47,001
Q2 2025 Reduced 0.02%
$70.5B
$3.25 Million 0.43% of portfolio
9,103
Q3 2023 Reduced 7.27%
$305B
$3.1 Million 0.41% of portfolio
7,987
Q1 2025 Added 0.86%
$389B
$2.97 Million 0.39% of portfolio
8,087
Q2 2025 Reduced 2.93%
$275B
$2.93 Million 0.39% of portfolio
29,975
Q2 2025 Added 3.47%
$1.68T
$2.93 Million 0.39% of portfolio
16,650
Q2 2025 Reduced 10.14%
$276B
$2.88 Million 0.38% of portfolio
9,771
Q2 2025 Added 0.09%
$13.8B
$2.84 Million 0.38% of portfolio
33,000
Q1 2025 Reduced 0.14%
$222B
$2.76 Million 0.37% of portfolio
6,796
Q2 2025 Added 46.31%
$63.7B
$2.71 Million 0.36% of portfolio
33,663
Q2 2025 Added 18.23%
$16.8B
$2.61 Million 0.35% of portfolio
43,109
Q2 2025 Reduced 10.17%
$42B
$2.48 Million 0.33% of portfolio
20,266
Q2 2025 Added 8.45%
$52B
$2.32 Million 0.31% of portfolio
128,038
Q2 2025 Added 65.81%
$51.8B
$2.31 Million 0.31% of portfolio
11,466
Q2 2025 Reduced 0.41%
$224B
$2.34 Million 0.31% of portfolio
12,855
Q3 2024 Reduced 3.11%
$36.8B
$2.22 Million 0.3% of portfolio
45,238
Q2 2025 Added 0.05%
$31.9B
$2.23 Million 0.3% of portfolio
24,493
Q2 2025 Added 47.89%
$167B
$2.24 Million 0.3% of portfolio
51,752
Q2 2025 Reduced 0.64%
$40.4B
$2.03 Million 0.27% of portfolio
12,648
Q2 2025 Reduced 37.98%

Summary

  • Portfolio
  • No. of Stocks 376
  • Current Value $753 Million
  • Prior Value $697 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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