MidWestOne Financial Group, Inc. logo

MidWestOne Financial Group, Inc.

Public Company

MidWestOne Financial Group, Inc. is a Public Company based in Iowa City, IA led by Len D. Devaisher, managing $823.4M across 302 long positions as of Q3 2025 with 39% ETF concentration.

CEOLen D. Devaisher
Portfolio Value
$823.4M
Positions
302
Top Holding
MOFG at 13.94%
Last Reported
Q3 2025
Address102 South Clinton St., Iowa City, IA, 52240

Top Holdings

Largest long holdings in MidWestOne Financial Group, Inc.'s portfolio (39.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Banks - Regional
Financial Services
$114.7M
13.94%
-$29.3K
Sold
19.59%
4.1M shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$33.7M
4.09%
-$112.0K
Sold
0.00%
132.2K shares
ETF
ETF
$33.5M
4.07%
+$636.2K
Bought
1.1M shares
ETF
ETF
$31.5M
3.82%
-$1.9M
Sold
261.3K shares
ETF
ETF
$23.6M
2.87%
-$615.8K
Sold
301.8K shares
ETF
ETF
$22.8M
2.76%
+$46.0K
Bought
260.7K shares
ETF
ETF
$19.1M
2.32%
+$2.1M
Bought
246.5K shares
Software - Infrastructure
Technology
$15.6M
1.90%
-$4.1K
Sold
0.00%
30.2K shares
ETF
ETF
$15.5M
1.89%
+$629.3K
Bought
604.7K shares
ETF
ETF
$15.4M
1.87%
+$2.2M
Bought
153.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MidWestOne Financial Group, Inc.'s latest filing

See all changes
Market Value
$823.4M
Prior: $770.2M
Q/Q Change
+6.92%
+$53.3M
Net Flows % of MV
+0.457%
Turnover Ratio
3.7%
New Purchases
7 stocks
$2.3M
Added To
92 stocks
+$29.1M
Sold Out Of
8 stocks
$3.5M
Reduced Holdings
105 stocks
-$24.2M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
3
BP
BP
BP
Sold
4
IQVIA logo
Sold
Sold

Analytics

Portfolio insights and performance metrics for MidWestOne Financial Group, Inc.

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Sector Allocation

ETF: 39.00%ETFFinancial Services: 20.70%Financial ServicesTechnology: 12.50%TechnologyIndustrials: 6.60%Healthcare: 6.60%Communication Services: 3.30%Consumer Defensive: 2.90%Consumer Cyclical: 2.90%Energy: 2.00%Utilities: 1.60%Real Estate: 0.30%Basic Materials: 0.20%
ETF
39.00%
Financial Services
20.70%
Technology
12.50%
Industrials
6.60%
Healthcare
6.60%
Communication Services
3.30%
Consumer Defensive
2.90%
Consumer Cyclical
2.90%
Energy
2.00%
Utilities
1.60%
Real Estate
0.30%
Basic Materials
0.20%

Market Cap Distribution

Mega Cap (> $200B): 22.45%Mega Cap (> $200B)Large Cap ($10B - $200B): 19.29%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 3.94%Small Cap ($300M - $2B): 13.98%Small Cap ($300M - $2B)N/A (ETF or Unknown): 40.33%N/A (ETF or Unknown)
Mega Cap (> $200B)
22.45%
Large Cap ($10B - $200B)
19.29%
Mid Cap ($2B - $10B)
3.94%
Small Cap ($300M - $2B)
13.98%
N/A (ETF or Unknown)
40.33%

Portfolio Concentration

Top 10 Holdings %
39.53%
Top 20 Holdings %
49.86%
Top 50 Holdings %
66.82%
Top 100 Holdings %
82.71%

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