MidWestOne Financial Group, Inc.

Q3 2025 13F-HR Holdings

Location
Iowa City, IA
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
302
Total value ($000)
$823,424
Net value change ($000)
+53,265 (6.9%)
New positions
14
Sold out positions
8
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 6,449 23.7%
UTHR 3,638 1129.8%
VCLT 2,476 14.9%
AGG 2,290 17.5%
SCHV 2,260 7.2%
MU 2,131 26.0%
GOOGL 1,887 42.9%
SCHB 1,720 12.4%
SPAB 1,517 13.6%
JAZZ 1,492 40.5%
Top Reduces (Value $000, Stocks/ETFs)
DOC -3,024 -77.8%
DE -2,769 -55.8%
MOFG -1,977 -1.7%
ACGL -1,848 -82.9%
CVE -1,121 -100.0%
SGRY -1,086 -24.0%
GLDM -827 -48.1%
TM -805 -100.0%
CMG -555 -58.2%
BP -460 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type