MidWestOne Financial Group, Inc.

Q4 2025 13F-HR Holdings

Location
Iowa City, IA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
305
Total value ($000)
$900,456
Net value change ($000)
+77,032 (9.4%)
New positions
23
Sold out positions
20
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MOFG 41,348 36.0%
MUB 19,429 397.2%
VUSB 5,353 NEW
FRMI 4,364 NEW
VCSH 3,630 34.3%
SPAB 3,566 28.1%
SCHB 3,355 21.6%
LLY 2,046 42.2%
JMUB 2,045 1002.5%
SVIX 1,855 NEW
Top Reduces (Value $000, Stocks/ETFs)
UTEN -6,215 -84.9%
SGRY -3,444 -100.0%
VCLT -3,351 -17.5%
GPN -2,505 -51.8%
ORCL -2,328 -34.1%
VGIT -1,876 -100.0%
MSFT -1,373 -8.8%
SIG -1,174 -30.2%
URI -1,056 -18.8%
PNC -898 -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