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
$6.16B
$168,000 0.02% of portfolio
13,032
Q3 2024 Reduced 90.04%
$0
$68,000 0.01% of portfolio
12,214
Q3 2024 New
$885M
$78,000 0.01% of portfolio
18,546
Q2 2025 Added 5.42%
$0
$111,000 0.01% of portfolio
19,142
Q4 2024 New
$5.11B
$104,000 0.01% of portfolio
13,771
Q1 2025 Reduced 81.78%
-
$0 0.0% of portfolio
-
Q2 2025 New

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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