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MidWestOne Financial shares owned by Apella Capital

Quarter-by-quarter ownership of MidWestOne Financial (MOFG) shares owned by Apella Capital from 13F filings

Historical chart of Apella Capital investment in MidWestOne Financial

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All positions including MidWestOne Financial held by Apella Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MidWestOne Financial by Apella Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 9.2k 27.42
2025-03-31 $253k 9.2k 27.45
2024-12-31 $268k 9.2k 29.12

More positions owned by Apella Capital

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Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard World Mega Cap Index (MGC)

View all positions for Apella Capital

Top funds holding MidWestOne Financial

MidWestOne Financial Group
Jennison Associates
Wellington Management Company
BlackRock
Vanguard Group
Dimensional Fund Advisors
FJ Capital Management
Goldman Sachs Group
State Street Corporation
Geode Capital Management
Sandler O'Neill Asset Management
Alliancebernstein
Millennium Management
Heartland Advisors
Adage Capital Partners GP

View all funds holding MidWestOne Financial