Allworth Financial’s MidWestOne Financial Group MOFG Stock Holding History

Allworth Financial’s Portfolio MOFG Stock Details MOFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-541	Closed	-$20.8K	–	5274
2025 Q4	$20.8K	Buy	541 +235	+77%	+$8.57K	﹤0.01%	2794
2025 Q3	$8.66K	Buy	306 +119	+64%	+$3.47K	﹤0.01%	3230
2025 Q2	$5.38K	Buy	187 +133	+246%	+$3.75K	﹤0.01%	3222
2025 Q1	$1.54K	Sell	54 -34	-39%	-$1.03K	﹤0.01%	3310
2024 Q4	$2.65K	Buy	88 +32	+57%	+$979	﹤0.01%	3049
2024 Q3	$1.6K	Buy	+56	New	+$1.52K	﹤0.01%	3052
2023 Q2	–	Sell	-9	Closed	-$220	–	3330
2023 Q1	$220	Buy	+9	New	+$265	﹤0.01%	2995

Other funds holding MOFG

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Allworth Financial's MOFG Position: Q1 2026 in Review

Allworth Financial sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 541 shares — an estimated $20.8K sold.

Allworth Financial first reported a position in MOFG in Q1 2023 and held it in 7 quarters. The position peaked at $20.8K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Allworth Financial reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Allworth Financial sold 541 MidWestOne Financial Group shares in Q1 2026, an estimated $20.8K.
Allworth Financial first reported a position in MidWestOne Financial Group in Q1 2023 and held it in 7 quarters.
Allworth Financial's MidWestOne Financial Group position peaked at $20.8K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.