Midwestone Financial Group, Inc.
MidWestOne Financial Group, Inc. is a bank holding company founded in 1934 and headquartered in Iowa City, Iowa. It operates as the parent company for MidWestOne Bank, which provides commercial and retail banking products and services—including deposit accounts, various loan options, and private wealth and investment services—across more than 50 branches in Iowa, Minnesota, Wisconsin, and Colorado. The firm employs approximately 757 people and serves individuals, businesses, governmental units, and institutional customers.
Investment Strategy
MidWestOne focuses on regional commercial and retail banking with a heavy concentration in commercial real estate and industrial loans. Its approach emphasizes relationship banking, personalized service, and diversified financial offerings ranging from traditional deposit products to full-service lending and wealth management. The firm predominantly serves clients in the Midwest through a branch-based and electronic banking delivery system, aiming for prudent risk management and local economic engagement.
Top Holdings
Equity Positions (295)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MOFG | MIDWESTONE FINL GROUP INC NE | 15.16% | $116.7M | 4,057,200 | $28.04 | $28.77 | -$3.5M |
S SCHV | SCHWAB STRATEGIC TR | 4.05% | $31.2M | 1,128,108 | $25.47 | $27.67 | +$706.0K |
V VONG | VANGUARD SCOTTSDALE FDS | 3.93% | $30.3M | 277,102 | $91.38 | $109.20 | +$5.8M |
A AAPL | APPLE INC | 3.53% | $27.2M | 132,674 | $77.31 | $205.17 | -$2.4M |
S SPLG | SPDR SERIES TRUST | 2.92% | $22.5M | 309,703 | $66.66 | $72.69 | +$2.2M |