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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.5 Million 4.38% of portfolio
1,147,810
Q1 2025 Added 1.83%
$0
$24.5 Million 3.52% of portfolio
264,075
Q1 2025 Added 1.81%
$0
$22.6 Million 3.24% of portfolio
297,849
Q1 2025 Added 0.28%
$0
$20.3 Million 2.91% of portfolio
308,182
Q1 2025 Added 0.97%
$0
$17.7 Million 2.55% of portfolio
234,514
Q1 2025 Reduced 0.84%
$0
$13 Million 1.87% of portfolio
131,851
Q1 2025 Added 0.21%
$0
$10.5 Million 1.5% of portfolio
132,700
Q1 2025 Added 0.38%
$0
$6.36 Million 0.91% of portfolio
111,340
Q1 2025 Reduced 3.66%
$0
$4.56 Million 0.65% of portfolio
79,127
Q1 2025 Added 0.46%
$0
$4.37 Million 0.63% of portfolio
7,820
Q4 2024 Added 3.41%
$0
$4.11 Million 0.59% of portfolio
52,135
Q1 2025 Added 5.62%
$0
$3.91 Million 0.56% of portfolio
47,876
Q1 2025 Added 0.01%
$0
$3.87 Million 0.55% of portfolio
35,588
Q1 2025 Added 32.37%
$0
$3.65 Million 0.52% of portfolio
6,492
Q4 2024 Reduced 7.11%
$0
$3.65 Million 0.52% of portfolio
75,276
Q1 2025 Added 11.39%
$0
$3.42 Million 0.49% of portfolio
94,731
Q1 2025 Added 8.6%
$0
$3.14 Million 0.45% of portfolio
29,777
Q1 2025 Reduced 0.19%
$0
$2.97 Million 0.43% of portfolio
55,320
Q1 2025 Reduced 8.1%
$0
$3 Million 0.43% of portfolio
11,606
Q3 2024 Added 1.26%
$0
$2.93 Million 0.42% of portfolio
170,789
Q1 2025 Reduced 0.22%
$0
$2.86 Million 0.41% of portfolio
70,217
Q1 2025 Reduced 22.94%
$0
$2.8 Million 0.4% of portfolio
91,235
Q1 2025 Reduced 23.34%
$0
$2.3 Million 0.33% of portfolio
18,087
Q1 2025 Reduced 12.72%
$0
$2.27 Million 0.33% of portfolio
4,424
Q1 2025 Reduced 14.64%
$0
$2 Million 0.29% of portfolio
22,047
Q1 2025 Added 0.47%
$0
$1.78 Million 0.26% of portfolio
89,980
Q1 2025 Reduced 7.58%
$0
$1.84 Million 0.26% of portfolio
19,592
Q1 2025 Reduced 1.46%
$0
$1.71 Million 0.25% of portfolio
10,662
Q1 2025 Added 1.79%
$0
$1.72 Million 0.25% of portfolio
7,758
Q4 2024 Reduced 1.27%
$0
$1.72 Million 0.25% of portfolio
7,048
Q1 2025 Added 1.03%
$0
$1.7 Million 0.24% of portfolio
27,226
Q1 2025 Added 11.85%
$0
$1.69 Million 0.24% of portfolio
3,600
Q1 2025 Reduced 2.7%
$0
$1.65 Million 0.24% of portfolio
31,840
Q1 2025 New
$0
$1.55 Million 0.22% of portfolio
19,020
Q1 2025 Reduced 1.17%
$0
$1.55 Million 0.22% of portfolio
18,191
Q4 2024 Reduced 2.86%
$0
$1.44 Million 0.21% of portfolio
28,816
Q1 2025 Reduced 0.6%
$0
$1.4 Million 0.2% of portfolio
49,903
Q1 2025 Added 62.46%
$0
$1.35 Million 0.19% of portfolio
49,903
Q1 2025 New
$0
$1.27 Million 0.18% of portfolio
52,152
Q1 2025 Reduced 0.17%
$0
$1.24 Million 0.18% of portfolio
24,391
Q1 2025 Reduced 17.89%
$0
$1.22 Million 0.18% of portfolio
3,856
Q2 2024 New
$0
$1.2 Million 0.17% of portfolio
6,017
Q1 2025 Reduced 2.92%
$0
$1.19 Million 0.17% of portfolio
12,474
Q1 2025 Added 0.34%
$0
$1.17 Million 0.17% of portfolio
19,665
Q1 2025 Added 5.43%
$0
$1.21 Million 0.17% of portfolio
44,851
Q1 2025 New
$9.59B
$1.19 Million 0.17% of portfolio
19,280
Q1 2025 New
$0
$1.1 Million 0.16% of portfolio
9,378
Q1 2025 Reduced 6.76%
$0
$1.06 Million 0.15% of portfolio
7,999
Q1 2025 Added 0.53%
$0
$1.05 Million 0.15% of portfolio
41,757
Q1 2025 Reduced 0.2%

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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