Private Wealth Asset Management »

MidWestOne Financial shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of MidWestOne Financial (MOFG) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management investment in MidWestOne Financial

Tip: Access up to 7 years of quarterly data

All positions including MidWestOne Financial held by Private Wealth Asset Management 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 Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5k 300 28.29
2025-06-30 $8.6k 300 28.77

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Berkshire Hathaway Cl A (BRK.A)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

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