Midwest Heritage Bank, FSB
Midwest Heritage Bank, FSB reported 53 positions worth $352.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: DFAC (16.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $56.8M | 16.11% | 1,280,771 | — | — | |
| ▸ 2 | CGUS | SH | $48.1M | 13.64% | 1,081,516 | — | — | |
| ▸ 3 | CGDV | SH | $35.5M | 10.06% | 720,352 | — | — | |
| ▸ 4 | CGCP | SH | $30.7M | 8.70% | 1,376,977 | — | — | |
| ▸ 5 | DUHP | SH | $22.3M | 6.31% | 533,313 | — | — | |
| ▸ 6 | DFGP | SH | $19.6M | 5.56% | 360,392 | — | — | |
| ▸ 7 | DFAI | SH | $16.7M | 4.73% | 404,616 | — | — | |
| ▸ 8 | DFAS | SH | $16.4M | 4.66% | 199,457 | — | — | |
| ▸ 9 | CGGR | SH | $16.1M | 4.57% | 341,589 | — | — | |
| ▸ 10 | DFAE | SH | $9.2M | 2.61% | 229,088 | — | — |
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Frequently Asked Questions
What stocks does Midwest Heritage Bank, FSB hold as of Q2 2026?
Midwest Heritage Bank, FSB reported 53 positions worth $352.8M in its Q2 2026 13F filing. Largest positions: DFAC (16.1%), CGUS (13.6%), CGDV (10.1%), CGCP (8.7%) and DUHP (6.3%).
What did Midwest Heritage Bank, FSB buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Midwest Heritage Bank, FSB sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.