Ameriprise
MOFG

Ameriprise’s MidWestOne Financial Group MOFG Stock Holding History

Ameriprise’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
2025
Q3 		– Sell
-41,600
Closed -$1.2M – 4137
2025
Q2 		$1.2M Buy
41,600
+11,900
+40% +$336K ﹤0.01% 3189
2025
Q1 		$879K Hold
29,700
– – ﹤0.01% 3259
2024
Q4 		$865K Hold
29,700
– – ﹤0.01% 3308
2024
Q3 		$847K Buy
29,700
+13,600
+84% +$369K ﹤0.01% 3284
2024
Q2 		$362K Hold
16,100
– – ﹤0.01% 3539
2024
Q1 		$377K Hold
16,100
– – ﹤0.01% 3518
2023
Q4 		$433K Hold
16,100
– – ﹤0.01% 3504
2023
Q3 		$327K Hold
16,100
– – ﹤0.01% 3561
2023
Q2 		$344K Sell
16,100
-1,749
-10% -$36.3K ﹤0.01% 3575
2023
Q1 		$436K Buy
17,849
+7,200
+68% +$212K ﹤0.01% 3481
2022
Q4 		$338K Sell
10,649
-7,600
-42% -$244K ﹤0.01% 3545
2022
Q3 		$498K Buy
18,249
+1,749
+11% +$53.5K ﹤0.01% 3390
2022
Q2 		$490K Sell
16,500
-300
-2% -$9.07K ﹤0.01% 3398
2022
Q1 		$556K Hold
16,800
– – ﹤0.01% 3445
2021
Q4 		$544K Sell
16,800
-2,900
-15% -$92.8K ﹤0.01% 3495
2021
Q3 		$594K Buy
19,700
+3,500
+22% +$102K ﹤0.01% 3345
2021
Q2 		$466K Sell
16,200
-904
-5% -$27.8K ﹤0.01% 3482
2021
Q1 		$529K Sell
17,104
-5,343
-24% -$152K ﹤0.01% 3379
2020
Q4 		$550K Sell
22,447
-3,490
-13% -$79.7K ﹤0.01% 3308
2020
Q3 		$464K Buy
25,937
+320
+1% +$6.03K ﹤0.01% 3265
2020
Q2 		$513K Sell
25,617
-14,100
-36% -$272K ﹤0.01% 3190
2020
Q1 		$832K Buy
39,717
+16,375
+70% +$481K ﹤0.01% 2903
2019
Q4 		$846K Buy
23,342
+7,807
+50% +$261K ﹤0.01% 3131
2019
Q3 		$474K Sell
15,535
-770
-5% -$22.6K ﹤0.01% 3318
2019
Q2 		$455K Sell
16,305
-1,556
-9% -$44K ﹤0.01% 3366
2019
Q1 		$486K Buy
+17,861
New +$508K ﹤0.01% 3301
2013
Q4 		– Sell
-422
Closed -$11K – 5322
2013
Q3 		$11K Hold
422
– – ﹤0.01% 4846
2013
Q2 		$10K Buy
+422
New +$10K ﹤0.01% 4775

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise's MOFG Position: Q3 2025 in Review

Ameriprise sold out of MidWestOne Financial Group (MOFG) in Q3 2025, closing a stake of 41,600 shares — an estimated $1.2M sold.

Ameriprise first reported a position in MOFG in Q2 2013 and held it in 28 quarters. The position peaked at $1.2M in Q2 2025. 123 funds tracked by Wall St. Rank hold MOFG as of Q3 2025.

  • Ameriprise reported no remaining MidWestOne Financial Group position as of Q3 2025 after selling out during the quarter.
  • Ameriprise sold 41,600 MidWestOne Financial Group shares in Q3 2025, an estimated $1.2M.
  • Ameriprise first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 28 quarters.
  • Ameriprise's MidWestOne Financial Group position peaked at $1.2M in Q2 2025.
  • 123 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2025.

Based on Ameriprise's 13F filing for Q3 2025, filed 14 Nov 2025.