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MidWestOne Financial Group, Inc.

MidWestOne Financial Group, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1412665, reporting 305 portfolio positions, with 12 historical 13F filings on file. Most recent reporting period: 2025-12-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • Sector: State Commercial Banks
  • Filing type: 13F-HR
  • Latest reporting period: 2025-12-31
  • Last filed: 2026-02-11

Top 10 portfolio positions

The largest reported holdings in MidWestOne Financial Group, Inc.'s most recent 13F filing, ranked by reported market value.

  1. MIDWESTONE FINL GROUP INC NE (MOFG)
  2. SCHWAB STRATEGIC TR (SCHV)
  3. APPLE INC (AAPL)
  4. VANGUARD SCOTTSDALE FDS (VONG)
  5. SPDR SERIES TRUST (SPYM)
  6. ISHARES TR (MUB)
  7. ISHARES TR (IEFA)
  8. SCHWAB STRATEGIC TR (SCHB)
  9. SPDR SERIES TRUST (SPAB)
  10. VANGUARD SCOTTSDALE FDS (VCLT)
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