MFG
ROOT icon

MidWestOne Financial Group’s Root ROOT Stock Holding History

MidWestOne Financial Group’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,890
Closed -$242K – 307
2025
Q2 		$242K Buy
+1,890
New +$256K 0.03% 267

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MidWestOne Financial Group's ROOT Position: Q3 2025 in Review

MidWestOne Financial Group sold out of Root (ROOT) in Q3 2025, closing a stake of 1,890 shares — an estimated $242K sold.

MidWestOne Financial Group first reported a position in ROOT in Q2 2025 and held it in 1 quarter. The position peaked at $242K in Q2 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • MidWestOne Financial Group reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • MidWestOne Financial Group sold 1,890 Root shares in Q3 2025, an estimated $242K.
  • MidWestOne Financial Group first reported a position in Root in Q2 2025 and held it in 1 quarter.
  • MidWestOne Financial Group's Root position peaked at $242K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on MidWestOne Financial Group's 13F filing for Q3 2025, filed 6 Nov 2025.