DOSSIER · 13F-HR · Q4 2025

MidWestOne Financial Group, Inc.

$900M in tracked AUM across 390 positions as of Q4 2025.

MF
CIK 0001412665 · last filed Dec 31, 2025
Total AUM
$900M
as of Q4 2025
Holdings
390
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

MidWestOne Financial Group, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
MOFG
MIDWESTONE FINL GROUP INC NE
$156M4.1M17.3%
02
SCHV
SCHWAB STRATEGIC TR
$35M1.2M3.9%
03
AAPL
APPLE INC
$35M129K3.9%
04
VONG
VANGUARD SCOTTSDALE FDS
$32M264K3.6%
05
SPYM
SPDR SERIES TRUST
$25M309K2.8%
06
MUB
ISHARES TR
$24M227K2.7%
07
IEFA
ISHARES TR
$24M268K2.7%
08
SCHB
SCHWAB STRATEGIC TR
$19M721K2.1%
09
SPAB
SPDR SERIES TRUST
$16M631K1.8%
10
VCLT
VANGUARD SCOTTSDALE FDS
$16M208K1.8%

Filing history

2025Q4Dec 31
$900M 156.5%
390 positionsView →
2025Q3Sep 30
$351M 54.4%
167 positionsView →
2025Q2Jun 30
$770M 9.4%
376 positionsLocked
2025Q1Mar 31
$704M 1.1%
362 positionsLocked
2024Q4Dec 31
$712M 1.7%
366 positionsLocked
2024Q3Sep 30
$725M 30.6%
375 positionsLocked
2024Q2Jun 30
$555M 0.4%
370 positionsLocked
2024Q1Mar 31
$557M 5.7%
375 positionsLocked
2023Q4Dec 31
$526M 19.3%
368 positionsLocked
2023Q3Sep 30
$441M 4.4%
347 positionsLocked
2023Q2Jun 30
$461M 4.2%
357 positionsLocked
2023Q1Mar 31
$443M 1.2%
345 positionsLocked
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