Mid West One Financial Group, Inc. Portfolio Holdings

Mid West One Financial Group, Inc.

  • $706 Million
  • Q4 2024

Mid West One Financial Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $706 Million distributed in 366 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 $119M, Apple Inc. with a value of $34.2M, Schwab Strategic Tr Us Large C with a value of $29.4M, Vanguard Russell 1000 Growth E with a value of $26.8M, and Vanguard Lg Trm Corp Bd ETF with a value of $22.2M.

Examining the 13F form we can see an decrease of $11.9M in the current position value, from $717M to 706M.

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 $706 Million
ETFs: $251 Million
Financial Services: $169 Million
Technology: $85.1 Million
Healthcare: $49.4 Million
Industrials: $45.6 Million
Communication Services: $25.7 Million
Consumer Cyclical: $25.1 Million
Consumer Defensive: $21.3 Million
Other: $33.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$839,000 0.12% of portfolio
30,718
Q4 2024 New
$0
$758,000 0.11% of portfolio
6,460
Q4 2023 New
$0
$725,000 0.1% of portfolio
7,020
Q4 2021 New
$0
$637,000 0.09% of portfolio
1,552
Q4 2024 Added 20.22%
$0
$643,000 0.09% of portfolio
3,248
Q4 2024 Reduced 25.86%
$0
$630,000 0.09% of portfolio
4,770
Q4 2024 Reduced 60.82%
$0
$565,000 0.08% of portfolio
5,844
Q3 2024 Added 5.15%
$0
$513,000 0.07% of portfolio
10,198
Q4 2024 Reduced 50.34%
$0
$467,000 0.07% of portfolio
8,919
Q4 2024 Reduced 5.93%
$0
$440,000 0.06% of portfolio
1,896
Q4 2024 Reduced 7.38%
$0
$425,000 0.06% of portfolio
1,479
Q4 2023 New
$0
$450,000 0.06% of portfolio
4,435
Q3 2024 Added 10.43%
$0
$319,000 0.05% of portfolio
4,450
Q4 2024 Added 11.25%
$0
$328,000 0.05% of portfolio
14,301
Q4 2024 Reduced 9.95%
$0
$376,000 0.05% of portfolio
886
Q2 2021 New
$0
$354,000 0.05% of portfolio
15,000
Q4 2024 New
$0
$334,000 0.05% of portfolio
1,807
Q4 2024 Reduced 56.25%
$0
$325,000 0.05% of portfolio
9,171
Q2 2024 New
$0
$321,000 0.05% of portfolio
1,111
Q4 2024 Reduced 1.68%
$0
$334,000 0.05% of portfolio
3,461
Q2 2024 New
$0
$274,000 0.04% of portfolio
6,243
Q4 2023 Reduced 24.73%
$0
$268,000 0.04% of portfolio
5,500
Q1 2024 Reduced 47.62%
$0
$266,000 0.04% of portfolio
2,064
Q4 2024 Reduced 37.21%
$0
$283,000 0.04% of portfolio
13,452
Q4 2024 Added 4.36%
$0
$257,000 0.04% of portfolio
2,713
Q2 2024 New
$0
$212,000 0.03% of portfolio
1,546
Q3 2024 Added 6.99%
$0
$212,000 0.03% of portfolio
1,840
Q4 2024 Reduced 12.8%
$0
$234,000 0.03% of portfolio
12,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 366
  • Current Value $706 Million
  • Prior Value $717 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 146 stocks
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