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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 $900,456,400
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Midwestone Financial Group Inc.
 MOFG 4,054,459 $156,096,671 17.34%
2.
Schwab Strategic Trust
 FNDF 1,189,268 $35,214,225 3.91%
3.
Apple Inc.
 AAPL 129,033 $35,078,639 3.9%
4.
Vanguard Scottsdale Funds
 264,062 $32,149,549 3.57%
5.
Spdr Series Trust
 309,089 $24,795,120 2.75%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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