Pinnacle Wealth Planning Services »

MidWestOne Financial shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of MidWestOne Financial (MOFG) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in MidWestOne Financial

Tip: Access up to 7 years of quarterly data

All positions including MidWestOne Financial held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MidWestOne Financial by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 315 38.50
2020-12-31 $7.0k 283 24.74

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding MidWestOne Financial

MidWestOne Financial Group
Wellington Management Company
BlackRock
Vanguard Group
FJ Capital Management
Dimensional Fund Advisors
Goldman Sachs Group
Jennison Associates
State Street Corporation
Geode Capital Management
Qube Research & Technologies
Sandler O'Neill Asset Management
Alliancebernstein
Glazer Capital
Stieven Capital Advisors

View all funds holding MidWestOne Financial