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
$958,000 0.14% of portfolio
19,310
Q4 2024 Added 348.03%
$0
$849,000 0.12% of portfolio
4,561
Q1 2025 Reduced 0.8%
$0
$749,000 0.11% of portfolio
6,460
Q4 2023 New
$0
$750,000 0.11% of portfolio
2,982
Q1 2025 Reduced 14.33%
$0
$668,000 0.1% of portfolio
7,020
Q4 2021 New
$0
$525,000 0.08% of portfolio
8,919
Q4 2024 Reduced 5.93%
$0
$584,000 0.08% of portfolio
5,844
Q3 2024 Added 5.15%
$0
$575,000 0.08% of portfolio
1,552
Q4 2024 Added 20.22%
$0
$565,000 0.08% of portfolio
3,036
Q1 2025 Reduced 6.53%
$0
$411,000 0.06% of portfolio
4,435
Q3 2024 Added 10.43%
$0
$320,000 0.05% of portfolio
4,370
Q1 2025 Reduced 1.8%
$0
$372,000 0.05% of portfolio
886
Q2 2021 New
$0
$362,000 0.05% of portfolio
1,757
Q1 2025 Reduced 7.33%
$0
$328,000 0.05% of portfolio
14,301
Q4 2024 Reduced 9.95%
$0
$360,000 0.05% of portfolio
9,171
Q2 2024 New
$0
$334,000 0.05% of portfolio
5,045
Q2 2024 New
$0
$373,000 0.05% of portfolio
1,460
Q1 2025 Reduced 1.28%
$0
$280,000 0.04% of portfolio
5,500
Q1 2024 Reduced 47.62%
$0
$251,000 0.04% of portfolio
2,713
Q2 2024 New
$0
$282,000 0.04% of portfolio
6,243
Q4 2023 Reduced 24.73%
$0
$301,000 0.04% of portfolio
3,461
Q2 2024 New
$0
$305,000 0.04% of portfolio
1,111
Q4 2024 Reduced 1.68%
$0
$289,000 0.04% of portfolio
13,452
Q4 2024 Added 4.36%
$0
$225,000 0.03% of portfolio
1,546
Q3 2024 Added 6.99%
$0
$228,000 0.03% of portfolio
12,000
Q4 2024 New
$0
$210,000 0.03% of portfolio
1,669
Q1 2025 Reduced 19.14%

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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