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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.2 Million 4.15% of portfolio
1,128,108
Q2 2025 Reduced 1.72%
$0
$30.3 Million 4.02% of portfolio
277,102
Q2 2025 Added 4.93%
$0
$22.5 Million 2.99% of portfolio
309,703
Q2 2025 Added 0.49%
$0
$21.7 Million 2.88% of portfolio
260,198
Q2 2025 Added 10.95%
$0
$16.7 Million 2.21% of portfolio
219,590
Q2 2025 Reduced 26.27%
$0
$13.8 Million 1.84% of portfolio
580,237
Q2 2025 New
$0
$13.1 Million 1.74% of portfolio
132,160
Q2 2025 Added 0.23%
$0
$11.2 Million 1.48% of portfolio
436,493
Q2 2025 New
$0
$9.39 Million 1.25% of portfolio
118,111
Q2 2025 Reduced 10.99%
$0
$5.45 Million 0.72% of portfolio
322,735
Q2 2025 Added 74.92%
$0
$4.83 Million 0.64% of portfolio
7,820
Q4 2024 Added 3.41%
$0
$4.59 Million 0.61% of portfolio
43,909
Q2 2025 Added 47.46%
$0
$4.45 Million 0.59% of portfolio
78,207
Q2 2025 Reduced 29.76%
$0
$4.4 Million 0.58% of portfolio
53,932
Q2 2025 Added 3.45%
$0
$4.05 Million 0.54% of portfolio
48,814
Q2 2025 Added 1.96%
$0
$4.01 Million 0.53% of portfolio
6,452
Q2 2025 Reduced 0.62%
$0
$3.79 Million 0.5% of portfolio
94,731
Q1 2025 Added 8.6%
$0
$3.52 Million 0.47% of portfolio
203,904
Q2 2025 Added 19.39%
$0
$3.46 Million 0.46% of portfolio
85,385
Q2 2025 New
$0
$3.25 Million 0.43% of portfolio
11,606
Q3 2024 Added 1.26%
$0
$3.2 Million 0.43% of portfolio
75,262
Q2 2025 Added 7.18%
$0
$2.7 Million 0.36% of portfolio
50,361
Q2 2025 Reduced 8.96%
$0
$2.74 Million 0.36% of portfolio
89,185
Q2 2025 Reduced 2.25%
$0
$2.61 Million 0.35% of portfolio
23,834
Q2 2025 Reduced 33.03%
$0
$2.41 Million 0.32% of portfolio
16,017
Q2 2025 Reduced 11.44%
$0
$2.35 Million 0.31% of portfolio
4,137
Q2 2025 Reduced 6.49%
$0
$2.29 Million 0.3% of portfolio
24,772
Q2 2025 Added 12.36%
$0
$2.09 Million 0.28% of portfolio
3,784
Q2 2025 Added 5.11%
$0
$1.89 Million 0.25% of portfolio
34,785
Q2 2025 Added 9.25%
$0
$1.91 Million 0.25% of portfolio
31,987
Q2 2025 New
$0
$1.82 Million 0.24% of portfolio
7,671
Q2 2025 Reduced 1.12%
$0
$1.8 Million 0.24% of portfolio
81,558
Q2 2025 Reduced 9.36%
$0
$1.8 Million 0.24% of portfolio
6,335
Q2 2025 Reduced 10.12%
$0
$1.7 Million 0.23% of portfolio
18,136
Q2 2025 Reduced 7.43%
$0
$1.73 Million 0.23% of portfolio
19,350
Q2 2025 Added 1.74%
$0
$1.71 Million 0.23% of portfolio
28,534
Q2 2025 Added 45.1%
$0
$1.71 Million 0.23% of portfolio
38,753
Q2 2025 New
$9.76B
$1.72 Million 0.23% of portfolio
26,225
Q2 2025 Added 36.02%
$0
$1.74 Million 0.23% of portfolio
65,283
Q2 2025 Added 45.56%
$0
$1.67 Million 0.22% of portfolio
18,133
Q2 2025 Reduced 0.32%
$0
$1.65 Million 0.22% of portfolio
10,059
Q2 2025 Reduced 5.66%
$0
$1.57 Million 0.21% of portfolio
54,389
Q2 2025 Added 8.99%
$0
$1.51 Million 0.2% of portfolio
28,816
Q1 2025 Reduced 0.6%
$0
$1.46 Million 0.19% of portfolio
55,190
Q2 2025 Added 10.59%
$0
$1.35 Million 0.18% of portfolio
3,856
Q2 2024 New
$0
$1.39 Million 0.18% of portfolio
24,391
Q1 2025 Reduced 17.89%
$0
$1.3 Million 0.17% of portfolio
9,378
Q1 2025 Reduced 6.76%
$0
$1.29 Million 0.17% of portfolio
52,226
Q2 2025 Added 25.07%
$0
$1.29 Million 0.17% of portfolio
5,969
Q2 2025 Reduced 0.8%

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
Track This Portfolio

Track Mid West One Financial Group, Inc. Portfolio

Follow Mid West One Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mid West One Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mid West One Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email