Apella Capital’s MidWestOne Financial Group MOFG Stock Holding History

Apella Capital’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	-9,216	Closed	-$355K	–	694
2025 Q4	$355K	Hold	9,216	–	–	0.01%	414
2025 Q3	$253K	Buy	+9,216	New	+$269K	0.01%	423
2025 Q2	–	Sell	-9,216	Closed	-$253K	–	429
2025 Q1	$253K	Hold	9,216	–	–	0.01%	337
2024 Q4	$268K	Buy	+9,216	New	+$282K	0.01%	301

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

Apella Capital's MOFG Position: Q1 2026 in Review

Apella Capital sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 9,216 shares — an estimated $355K sold.

Apella Capital first reported a position in MOFG in Q4 2024 and held it in 4 quarters. The position peaked at $355K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Apella Capital reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Apella Capital sold 9,216 MidWestOne Financial Group shares in Q1 2026, an estimated $355K.
Apella Capital first reported a position in MidWestOne Financial Group in Q4 2024 and held it in 4 quarters.
Apella Capital's MidWestOne Financial Group position peaked at $355K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Apella Capital's 13F filing for Q1 2026, filed 20 Apr 2026.