B
MOFG

Bailard’s MidWestOne Financial Group MOFG Stock Holding History

Bailard’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
Q1 		– Sell
-11,905
Closed -$347K – 809
2024
Q4 		$347K Buy
11,905
+420
+4% +$12.8K 0.01% 530
2024
Q3 		$328K Buy
+11,485
New +$312K 0.01% 546
2024
Q2 		– Sell
-9,757
Closed -$229K – 782
2024
Q1 		$229K Sell
9,757
-3,100
-24% -$74.4K 0.01% 654
2023
Q4 		$346K Buy
+12,857
New +$285K 0.01% 527
2019
Q4 		– Sell
-12,201
Closed -$372K – 581
2019
Q3 		$372K Hold
12,201
– – 0.02% 352
2019
Q2 		$341K Sell
12,201
-300
-2% -$8.49K 0.02% 383
2019
Q1 		$341K Buy
+12,501
New +$355K 0.02% 389
2018
Q4 		– Sell
-10,500
Closed -$350K – 532
2018
Q3 		$350K Buy
+10,500
New +$352K 0.02% 445

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bailard's MOFG Position: Q1 2025 in Review

Bailard sold out of MidWestOne Financial Group (MOFG) in Q1 2025, closing a stake of 11,905 shares — an estimated $347K sold.

Bailard first reported a position in MOFG in Q3 2018 and held it in 8 quarters. The position peaked at $372K in Q3 2019. 116 funds tracked by Wall St. Rank hold MOFG as of Q1 2025.

  • Bailard reported no remaining MidWestOne Financial Group position as of Q1 2025 after selling out during the quarter.
  • Bailard sold 11,905 MidWestOne Financial Group shares in Q1 2025, an estimated $347K.
  • Bailard first reported a position in MidWestOne Financial Group in Q3 2018 and held it in 8 quarters.
  • Bailard's MidWestOne Financial Group position peaked at $372K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2025.

Based on Bailard's 13F filing for Q1 2025, filed 2 May 2025.