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MidWestOne Financial shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in MidWestOne Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MidWestOne Financial by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1k 28 38.50

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial 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