Banc Funds Company’s MidWestOne Financial Group MOFG Stock Holding History

Banc Funds Company’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
2024 Q4	–	Sell	-50,000	Closed	-$1.43M	–	124
2024 Q3	$1.43M	Buy	+50,000	New	+$1.36M	0.15%	110
2021 Q2	–	Sell	-36,600	Closed	-$1.13M	–	197
2021 Q1	$1.13M	Hold	36,600	–	–	0.09%	166
2020 Q4	$897K	Hold	36,600	–	–	0.08%	169
2020 Q3	$654K	Sell	36,600 -6,164	-14%	-$116K	0.08%	171
2020 Q2	$855K	Hold	42,764	–	–	0.1%	166
2020 Q1	$895K	Sell	42,764 -45,502	-52%	-$1.34M	0.11%	169
2019 Q4	$3.2M	Sell	88,266 -14,834	-14%	-$495K	0.22%	131
2019 Q3	$3.15M	Sell	103,100 -6,000	-5%	-$176K	0.24%	129
2019 Q2	$3.05M	Hold	109,100	–	–	0.24%	126
2019 Q1	$2.97M	Hold	109,100	–	–	0.22%	141
2018 Q4	$2.7M	Hold	109,100	–	–	0.2%	149
2018 Q3	$3.63M	Hold	109,100	–	–	0.22%	142
2018 Q2	$3.69M	Hold	109,100	–	–	0.19%	151
2018 Q1	$3.63M	Hold	109,100	–	–	0.19%	154
2017 Q4	$3.66M	Buy	109,100 +30,000	+38%	+$1.06M	0.17%	166
2017 Q3	$2.67M	Buy	+79,100	New	+$2.67M	0.12%	200

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Banc Funds Company's MOFG Position: Q4 2024 in Review

Banc Funds Company sold out of MidWestOne Financial Group (MOFG) in Q4 2024, closing a stake of 50,000 shares — an estimated $1.43M sold.

Banc Funds Company first reported a position in MOFG in Q3 2017 and held it in 16 quarters. The position peaked at $3.69M in Q2 2018. 118 funds tracked by Wall St. Rank hold MOFG as of Q4 2024.

Banc Funds Company reported no remaining MidWestOne Financial Group position as of Q4 2024 after selling out during the quarter.
Banc Funds Company sold 50,000 MidWestOne Financial Group shares in Q4 2024, an estimated $1.43M.
Banc Funds Company first reported a position in MidWestOne Financial Group in Q3 2017 and held it in 16 quarters.
Banc Funds Company's MidWestOne Financial Group position peaked at $3.69M in Q2 2018.
118 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2024.

Based on Banc Funds Company's 13F filing for Q4 2024, filed 13 Feb 2025.