StockDriftsStockDriftsTop 50 Midwestone Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOFG | MIDWESTONE FINL GROUP INC NE | 17.4% | 4.05M | $156.1M | -0.04%(-1.71K) | $25.53(+93.11%) | 2025-12-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.93% | 1.19M | $35.2M | +3.42%(+39.31K) | $25.02(+26.62%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.91% | 129.0K | $35.1M | -2.42%(-3.20K) | $88.14(+202.27%) | 2025-12-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 3.58% | 264.1K | $32.1M | +1.07%(+2.81K) | $90.03(+34.01%) | 2025-12-31 | |
| SPYM | SPDR SERIES TRUST | 2.76% | 309.1K | $24.8M | +2.40%(+7.25K) | $65.19(+26.37%) | 2025-12-31 | |
| MUB | ISHARES TR | 2.71% | 227.1K | $24.3M | +394.35%(+181.12K) | $107.11(-0.21%) | 2025-12-31 | |
| IEFA | ISHARES TR | 2.68% | 268.3K | $24.0M | +2.89%(+7.54K) | $73.80(+30.67%) | 2025-12-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.11% | 720.6K | $18.9M | +19.17%(+115.90K) | $23.24(+16.20%) | 2025-12-31 | |
| SPAB | SPDR SERIES TRUST | 1.81% | 631.3K | $16.3M | +28.60%(+140.40K) | $25.62(+0.32%) | 2025-12-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 1.76% | 208.2K | $15.8M | -15.55%(-38.34K) | $77.89(-2.75%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.00% | +33.11% | +9.27% | +55.80% |
| Top 20 Holdings Unweighted | +15.66% | +54.72% | +9.41% | +56.81% |
Midwestone Financial Group, Inc. reports $900.46M in US-listed equity holdings across 390 positions in its most recent 13F filing. Its largest disclosed positions are MOFG (17.4%), SCHV (3.9%) and AAPL (3.9%). The top 20 holdings account for 53.56% of reported assets. Its disclosed equity book has returned +33.11% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Midwestone Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1412665). View Midwestone Financial Group, Inc.’s 13F filings on SEC