Mid West One Financial Group, Inc. Portfolio Holdings

Mid West One Financial Group, Inc.

  • $697 Million
  • Q1 2025

Mid West One Financial Group, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $697 Million distributed in 362 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 $120M, Schwab Strategic Tr Us Large C with a value of $30.5M, Apple Inc. with a value of $29.6M, Vanguard Russell 1000 Growth E with a value of $24.5M, and Vanguard Lg Trm Corp Bd ETF with a value of $22.6M.

Examining the 13F form we can see an decrease of $8.6M in the current position value, from $706M to 697M.

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 $697 Million
ETFs: $250 Million
Financial Services: $172 Million
Technology: $75.2 Million
Healthcare: $52.3 Million
Industrials: $42.9 Million
Communication Services: $23.1 Million
Consumer Cyclical: $21.4 Million
Consumer Defensive: $20.4 Million
Other: $39.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$470M
$120 Million 17.25% of portfolio
4,059,787
Q1 2025 Reduced 0.82%
$3.38T
$29.6 Million 4.25% of portfolio
133,327
Q1 2025 Reduced 2.48%
$3.81T
$11.5 Million 1.65% of portfolio
30,581
Q1 2025 Reduced 0.8%
$850B
$7.42 Million 1.06% of portfolio
30,237
Q1 2025 Reduced 0.14%
$338B
$7.18 Million 1.03% of portfolio
34,277
Q1 2025 Reduced 6.07%
$631B
$5.88 Million 0.84% of portfolio
11,032
Q1 2025 Added 4.28%
$123B
$5.74 Million 0.82% of portfolio
66,074
Q1 2025 Added 25.41%
$5.29B
$5.67 Million 0.81% of portfolio
56,121
Q1 2025 New
$211B
$5.33 Million 0.76% of portfolio
40,154
Q1 2025 Reduced 1.05%
$724B
$5.22 Million 0.75% of portfolio
6,320
Q1 2025 Reduced 0.43%
$1.62T
$5.01 Million 0.72% of portfolio
8,699
Q1 2025 Reduced 5.52%
$151B
$4.59 Million 0.66% of portfolio
9,784
Q1 2025 Added 0.35%
$465B
$4.49 Million 0.64% of portfolio
37,795
Q1 2025 Reduced 1.6%
$192B
$4.29 Million 0.62% of portfolio
151,593
Q1 2025 Reduced 28.54%
$369B
$3.99 Million 0.57% of portfolio
23,427
Q1 2025 Reduced 26.16%
$296B
$3.93 Million 0.56% of portfolio
23,510
Q1 2025 Added 0.66%
$102B
$3.87 Million 0.55% of portfolio
5,746
Q1 2025 Reduced 26.69%
$426B
$3.86 Million 0.55% of portfolio
23,261
Q1 2025 Added 1.36%
$2.28T
$3.86 Million 0.55% of portfolio
20,298
Q1 2025 Reduced 2.31%
$29.8B
$3.84 Million 0.55% of portfolio
55,560
Q1 2025 Added 14.0%
$56.6B
$3.69 Million 0.53% of portfolio
5,888
Q1 2025 Reduced 1.14%
$3.74B
$3.7 Million 0.53% of portfolio
63,725
Q1 2025 Added 161.47%
$73.4B
$3.63 Million 0.52% of portfolio
9,103
Q3 2023 Reduced 7.27%
$22.2B
$3.62 Million 0.52% of portfolio
26,861
Q1 2025 Added 35.38%
$671B
$3.53 Million 0.51% of portfolio
25,237
Q1 2025 Added 1.08%
$116B
$3.57 Million 0.51% of portfolio
21,331
Q1 2025 Reduced 20.71%
$572B
$3.16 Million 0.45% of portfolio
9,025
Q1 2025 Added 0.23%
$8.81B
$3.12 Million 0.45% of portfolio
250,819
Q1 2025 Added 390.31%
$27.7B
$3.12 Million 0.45% of portfolio
17,002
Q1 2025 Added 25.43%
$368B
$3.05 Million 0.44% of portfolio
8,331
Q1 2025 Added 0.12%
$15.9B
$3.09 Million 0.44% of portfolio
47,989
Q1 2025 Reduced 1.46%
$280B
$2.9 Million 0.42% of portfolio
47,012
Q1 2025 Added 0.75%
$1.07T
$2.87 Million 0.41% of portfolio
18,529
Q1 2025 Reduced 6.55%
$14.8B
$2.76 Million 0.4% of portfolio
33,000
Q1 2025 Reduced 0.14%
$23B
$2.71 Million 0.39% of portfolio
27,679
Q1 2025 Added 4.28%
$2.03B
$2.67 Million 0.38% of portfolio
112,553
Q1 2025 Added 302.2%
$221B
$2.63 Million 0.38% of portfolio
7,987
Q1 2025 Added 0.86%
$7.2B
$2.55 Million 0.37% of portfolio
20,517
Q1 2025 Reduced 15.73%
$258B
$2.54 Million 0.36% of portfolio
28,971
Q1 2025 Added 0.98%
$75.6B
$2.52 Million 0.36% of portfolio
53,533
Q1 2025 Added 19.91%
$253B
$2.43 Million 0.35% of portfolio
9,762
Q1 2025 Reduced 0.29%
$172B
$2.36 Million 0.34% of portfolio
52,085
Q1 2025 Reduced 16.33%
$52.2B
$2.38 Million 0.34% of portfolio
11,513
Q1 2025 Added 0.85%
$61.7B
$2.29 Million 0.33% of portfolio
28,472
Q1 2025 Reduced 24.74%
$167B
$2.31 Million 0.33% of portfolio
4,645
Q1 2025 Reduced 0.19%
$75.3B
$2.13 Million 0.31% of portfolio
138,460
Q1 2025 Reduced 24.74%
$269B
$2.13 Million 0.31% of portfolio
4,073
Q1 2025 Added 13.52%
$278B
$2.04 Million 0.29% of portfolio
12,855
Q3 2024 Reduced 3.11%
$34.7B
$1.95 Million 0.28% of portfolio
20,394
Q1 2025 Added 0.98%

Summary

  • Portfolio
  • No. of Stocks 362
  • Current Value $697 Million
  • Prior Value $706 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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