MF

MidWestOne Financial Group, Inc.

13F
MidWestOne Financial Group, Inc.
Last update 2025-05-16 280 Stocks (21 new)
Value $704.00 Mil Turnover 7 %
Countries:
Top Holdings: MOFG(17.07%)SCHV(4.33%)AAPL(4.21%)VONG(3.48%)VCLT(3.21%)
Summary Stock Picks Current Portfolio
MidWestOne Financial Group, In... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MOFG
MidWestOne Financial Group Inc
4,059,787
120,210.3
-0.82%
17.070
-0.14%
19.500
+3.40%
+1.87%
607.4
Banks
SCHV
Schwab U.S. Large-Cap Value ETF
1,147,810
30,508.8
+1.83%
4.330
+0.08%
0.250
+11.09%
+9.70%
12,955.7
 
AAPL
Apple Inc
133,327
29,615.7
-2.48%
4.210
-0.12%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
264,075
24,503.5
+1.81%
3.480
+0.06%
0.100
+21.96%
+9.36%
27,706.5
 
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
297,849
22,609.7
+0.28%
3.210
+0.01%
0.160
+2.32%
+2.86%
10,419.6
 
SPLG
SPDR Portfolio S&P 500 ETF
308,182
20,266.0
+0.97%
2.880
+0.03%
0.030
+16.13%
+8.28%
78,151.1
 
IEFA
iShares Core MSCI EAFE ETF
234,514
17,741.0
-0.84%
2.520
-0.02%
0.010
+11.09%
+22.93%
146,414.2
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
131,851
13,042.7
+0.21%
1.850
0%
0.010
+1.03%
+3.43%
128,074.0
 
MSFT
Microsoft Corp
30,581
11,479.4
-0.80%
1.630
-0.01%
0.000
+32.15%
+21.67%
3,797,138.0
Software
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
132,700
10,475.3
+0.38%
1.490
+0.01%
0.030
+1.68%
+3.80%
34,938.6
 

MidWestOne Financial Group, Inc.'s Historical Top Holdings Breakdowns

MidWestOne Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HTLF Unlock Delisted
Heartland Financial USA Inc
2025-03-31
Sold Out
Sold Out
-0.88%
●
60.21 ($64.23) 67.34
$64.67
0.69%
Sold Out
0
-102,046
UMBF
UMB Financial Corp
2025-03-31
New Buy
New Buy
+0.81%
●
98 ($110.25) 122.56
$108.05
-2.00%
New holding
56,121
56,121
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+0.57%
●
56.17 ($58.26) 59.71
$57.17
-1.87%
Add 175.29%
111,340
70,896
AES
The AES Corp
2025-03-31
Add
Add
+0.35%
●
9.93 ($11.57) 13.23
$13.80
19.27%
Add 390.31%
250,819
199,664
SIG
Signet Jewelers Ltd
2025-03-31
Add
Add
+0.33%
●
46.42 ($57.26) 78.03
$83.92
46.56%
Add 161.47%
63,725
39,353
JPLD
JPMorgan Limited Duration Bond ETF
2025-03-31
New Buy
New Buy
+0.29%
●
51.4 ($51.75) 52.07
$52.07
0.62%
New holding
39,359
39,359
M
Macy's Inc
2025-03-31
Reduce
Reduce
-0.29%
●
12.56 ($14.51) 16.82
$12.70
-12.47%
Reduce -89.75%
13,901
-121,745
SGRY
Surgery Partners Inc
2025-03-31
Add
Add
+0.29%
●
19.85 ($23.67) 25.87
$21.01
-11.24%
Add 302.2%
112,553
84,569
VTRS
Viatris Inc
2025-03-31
Reduce
Reduce
-0.27%
●
8.68 ($10.5) 12.42
$9.35
-10.95%
Reduce -86.8%
23,334
-153,492
BG
Bunge Global SA
2025-03-31
Add
Add
+0.25%
●
69.07 ($74.85) 81.99
$76.93
2.78%
Add 134.1%
39,518
22,637

MidWestOne Financial Group, Inc. Total Holding History ($B)

To

MidWestOne Financial Group, Inc.'s Asset Allocation

To

MidWestOne Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MidWestOne Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

MidWestOne Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

MidWestOne Financial Group, Inc.'s Holdings Heat Map

Size field:

MidWestOne Financial Group, Inc.'s Holdings Bubble Chart

MidWestOne Financial Group, Inc. News

  • 1

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