Td Private Client Wealth »

MidWestOne Financial shares owned by Td Private Client Wealth

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

Historical chart of Td Private Client Wealth investment in MidWestOne Financial

Tip: Access up to 7 years of quarterly data

All positions including MidWestOne Financial held by Td Private Client Wealth 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 Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $154 4 38.50

More positions owned by Td Private Client Wealth

Spdr Ser Tr State Str Spdr Port S&p 500 Etf Exchange Traded Fund (SPYM)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)
Ishares Tr 5-10 Yr Invt Grade Corporate Bd Etf Exchange Traded Fund (IGIB)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
ISHARES TR 20plus YR TREAS BD ETF Exchange Traded Fund (TLT)
Microsoft Corp Common Stock (MSFT)
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)

View all positions for Td Private Client Wealth

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