Mid West One Financial Group, Inc. Portfolio Holdings

Mid West One Financial Group, Inc.

  • $717 Million
  • Q3 2024

Mid West One Financial Group, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $717 Million distributed in 375 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 $32.2M, Schwab Strategic Tr Us Large C with a value of $30.1M, Vanguard Russell 1000 Growth E with a value of $26.2M, and Vanguard Lg Trm Corp Bd ETF with a value of $23.3M.

Examining the 13F form we can see an increase of $169M in the current position value, from $549M to 717M.

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 $717 Million
ETFs: $256 Million
Financial Services: $167 Million
Technology: $82.8 Million
Healthcare: $53.1 Million
Industrials: $45.9 Million
Communication Services: $25.9 Million
Consumer Cyclical: $24.8 Million
Consumer Defensive: $24.1 Million
Other: $37.8 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$458M
$119 Million 16.56% of portfolio
4,165,124
Q3 2024 Reduced 0.77%
$1.88B
$2.37 Million 0.33% of portfolio
73,502
Q3 2024 Added 3.84%
$1.67B
$980,000 0.14% of portfolio
17,015
Q3 2024 Added 10.13%
$840M
$356,000 0.05% of portfolio
11,100
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 375
  • Current Value $717 Million
  • Prior Value $549 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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