Arax Advisory Partners’s MidWestOne Financial Group MOFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-78
Closed -$3K 4135
2025
Q4
$3K Sell
78
-6,892
-99% -$251K ﹤0.01% 3098
2025
Q3
$197K Buy
6,970
+6,934
+19,261% +$202K ﹤0.01% 1269
2025
Q2
$1.04K Sell
36
-58
-62% -$1.64K ﹤0.01% 2762
2025
Q1
$2.78K Buy
94
+58
+161% +$1.75K ﹤0.01% 1975
2024
Q4
$1.05K Buy
36
+22
+157% +$673 ﹤0.01% 2167
2024
Q3
$400 Hold
14
﹤0.01% 2432
2024
Q2
$315 Buy
+14
New +$297 ﹤0.01% 2395

Other funds holding MOFG

Arax Advisory Partners's MOFG Position: Q1 2026 in Review

Arax Advisory Partners sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 78 shares — an estimated $3K sold.

Arax Advisory Partners first reported a position in MOFG in Q2 2024 and held it in 7 quarters. The position peaked at $197K in Q3 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Arax Advisory Partners reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 78 MidWestOne Financial Group shares in Q1 2026, an estimated $3K.
  • Arax Advisory Partners first reported a position in MidWestOne Financial Group in Q2 2024 and held it in 7 quarters.
  • Arax Advisory Partners's MidWestOne Financial Group position peaked at $197K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.