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MidWestOne Financial shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in MidWestOne Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MidWestOne Financial by Rise Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 646 28.29
2025-06-30 $19k 646 28.77

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Vanguard Core Bond Etf 0 (VCRB)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Fidelity Total Bond Etf 0 (FBND)
Janus Henderson Small/mid Cap Growth Alpha Etf 0 (JSMD)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Ft Vest Laddered Moderate Buffer Etf 0 (BUFZ)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Apple 0 (AAPL)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Energy Select Sector Spdr Fund 0 (XLE)

View all positions for Rise Advisors

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