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MidWestOne Financial shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of MidWestOne Financial (MOFG) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in MidWestOne Financial

Tip: Access up to 7 years of quarterly data

All positions including MidWestOne Financial held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MidWestOne Financial by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $24k 858 28.29
2025-06-30 $12k 402 28.80
2023-06-30 $1.0k 47 21.36
2022-12-31 $1.0k 33 31.76

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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