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Home > Institutional Investor > Midwestone Financial Group, Inc. > Profile

Instuitional Investor - Midwestone Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Midwestone Financial Group, Inc.
Portfolio Value $770,158,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Midwestone Financial Group Inc.
 MOFG 4,057,200 $116,725,644 15.16%
2.
Schwab Strategic Trust
 FNDF 1,128,108 $31,214,749 4.05%
3.
Vanguard Scottsdale Funds
 277,102 $30,259,538 3.93%
4.
Apple Inc.
 AAPL 132,674 $27,220,519 3.53%
5.
Spdr Series Trust
 309,703 $22,512,311 2.92%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)