13F-HR: MidWestOne Financial Group Reveals Q1 2025 Investment Portfolio
13F Holdings Report
MidWestOne Financial Group's latest 13F filing unveils its holdings as of March 31, 2025, showcasing a diverse investment portfolio valued at over $704 million.
Summary
- MidWestOne Financial Group, Inc. filed its Form 13F holdings report with the SEC, detailing its investment positions as of March 31, 2025.
- The report indicates a total portfolio value of $704,131,057 across 362 holdings.
- The filing includes a comprehensive list of the issuer names, titles of classes, CUSIP and FIGI numbers, values, shares, and voting authority for each holding.
- The report confirms that all holdings of the reporting manager are included in this report.
Sentiment
Score: 5
Explanation: The document is a regulatory filing, so the sentiment is neutral. It provides factual information about the company's holdings.
Positives
- The filing provides a detailed overview of MidWestOne Financial Group's investment strategy and asset allocation.
- The comprehensive list of holdings allows for transparency and analysis of the firm's investment decisions.
Management Comments
- Brian D. Hunt, First Vice President, signed the report on behalf of the reporting manager, attesting to the accuracy and completeness of the information.
Industry Context
13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing insights into their investment strategies and holdings.
Comparison to Industry Standards
- The filing is consistent with the regulatory requirements for Form 13F reports.
- The level of detail provided is typical for institutional investment managers disclosing their holdings.
Stakeholder Impact
- Shareholders can use this information to understand the investment strategy of MidWestOne Financial Group.
- The filing provides transparency to the market regarding the firm's holdings.
Key Dates
| Date | Description |
|---|---|
| 03-31-2025 | Report for the Calendar Year or Quarter Ended |
| 05-15-2025 | Date of Signing |
Keywords
13F filing, investment portfolio, holdings, MidWestOne Financial Group, institutional investment manager
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.