Midwest Heritage Bank, Fsb Portfolio Holdings
Midwest Heritage Bank, Fsb
- $263 Million
- Q3 2025
Midwest Heritage Bank, Fsb has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $263 Million distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $47.8M, Capital Group Core Equity ETF with a value of $38.6M, Capital Group Divid Value ETF with a value of $27.1M, Capital Group Core Plus Income with a value of $23.4M, and Dimensional ETF Tr Dimensional with a value of $18.3M.
Examining the 13F form we can see an increase of $15.3M in the current position value, from $247M to 263M.
Below you can find more details about Midwest Heritage Bank, Fsb portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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