Bank of New York Mellon’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 |
-78,716
| Closed | -$3.03M | – | 4262 |
|
|
2025
Q4 | $3.03M | Sell |
78,716
-8,840
| -10% | -$322K | ﹤0.01% | 2613 |
|
|
2025
Q3 | $2.48M | Sell |
87,556
-6,810
| -7% | -$199K | ﹤0.01% | 2687 |
|
|
2025
Q2 | $2.71M | Sell |
94,366
-1,030
| -1% | -$29.1K | ﹤0.01% | 2598 |
|
|
2025
Q1 | $2.82M | Buy |
95,396
+6,926
| +8% | +$209K | ﹤0.01% | 2510 |
|
|
2024
Q4 | $2.58M | Buy |
88,470
+9,510
| +12% | +$291K | ﹤0.01% | 2648 |
|
|
2024
Q3 | $2.25M | Sell |
78,960
-10,659
| -12% | -$289K | ﹤0.01% | 2695 |
|
|
2024
Q2 | $2.02M | Buy |
89,619
+8,490
| +10% | +$180K | ﹤0.01% | 2786 |
|
|
2024
Q1 | $1.9M | Sell |
81,129
-3,179
| -4% | -$76.3K | ﹤0.01% | 2786 |
|
|
2023
Q4 | $2.27M | Sell |
84,308
-10,052
| -11% | -$223K | ﹤0.01% | 2758 |
|
|
2023
Q3 | $1.92M | Buy |
94,360
+591
| +0.6% | +$13K | ﹤0.01% | 2829 |
|
|
2023
Q2 | $2M | Sell |
93,769
-1,204
| -1% | -$25K | ﹤0.01% | 2834 |
|
|
2023
Q1 | $2.32M | Sell |
94,973
-2,151
| -2% | -$63.5K | ﹤0.01% | 2718 |
|
|
2022
Q4 | $3.08M | Sell |
97,124
-5,213
| -5% | -$168K | ﹤0.01% | 2606 |
|
|
2022
Q3 | $2.79M | Buy |
102,337
+5,248
| +5% | +$161K | ﹤0.01% | 2622 |
|
|
2022
Q2 | $2.88M | Sell |
97,089
-6,565
| -6% | -$199K | ﹤0.01% | 2628 |
|
|
2022
Q1 | $3.43M | Buy |
103,654
+1,299
| +1% | +$41.5K | ﹤0.01% | 2630 |
|
|
2021
Q4 | $3.31M | Buy |
102,355
+5,677
| +6% | +$182K | ﹤0.01% | 2686 |
|
|
2021
Q3 | $2.92M | Buy |
96,678
+3,924
| +4% | +$115K | ﹤0.01% | 2779 |
|
|
2021
Q2 | $2.67M | Sell |
92,754
-5,234
| -5% | -$161K | ﹤0.01% | 2819 |
|
|
2021
Q1 | $3.04M | Buy |
97,988
+2,211
| +2% | +$62.8K | ﹤0.01% | 2676 |
|
|
2020
Q4 | $2.35M | Sell |
95,777
-596
| -0.6% | -$13.6K | ﹤0.01% | 2752 |
|
|
2020
Q3 | $1.72M | Sell |
96,373
-4,960
| -5% | -$93.5K | ﹤0.01% | 2754 |
|
|
2020
Q2 | $2.03M | Buy |
101,333
+4,008
| +4% | +$77.4K | ﹤0.01% | 2664 |
|
|
2020
Q1 | $2.04M | Sell |
97,325
-5,037
| -5% | -$148K | ﹤0.01% | 2531 |
|
|
2019
Q4 | $3.71M | Buy |
102,362
+9,145
| +10% | +$305K | ﹤0.01% | 2491 |
|
|
2019
Q3 | $2.85M | Buy |
93,217
+789
| +0.9% | +$23.1K | ﹤0.01% | 2556 |
|
|
2019
Q2 | $2.58M | Sell |
92,428
-320
| -0.3% | -$9.06K | ﹤0.01% | 2666 |
|
|
2019
Q1 | $2.53M | Buy |
92,748
+8,193
| +10% | +$233K | ﹤0.01% | 2664 |
|
|
2018
Q4 | $2.1M | Buy |
84,555
+18,265
| +28% | +$536K | ﹤0.01% | 2697 |
|
|
2018
Q3 | $2.21M | Buy |
66,290
+912
| +1% | +$30.6K | ﹤0.01% | 2794 |
|
|
2018
Q2 | $2.21M | Sell |
65,378
-410
| -0.6% | -$13.6K | ﹤0.01% | 2797 |
|
|
2018
Q1 | $2.19M | Buy |
65,788
+2,521
| +4% | +$83.2K | ﹤0.01% | 2759 |
|
|
2017
Q4 | $2.12M | Sell |
63,267
-2,093
| -3% | -$73.9K | ﹤0.01% | 2812 |
|
|
2017
Q3 | $2.21M | Sell |
65,360
-857
| -1% | -$28.9K | ﹤0.01% | 2778 |
|
|
2017
Q2 | $2.24M | Buy |
66,217
+12,546
| +23% | +$436K | ﹤0.01% | 2784 |
|
|
2017
Q1 | $1.84M | Buy |
53,671
+3,344
| +7% | +$120K | ﹤0.01% | 2900 |
|
|
2016
Q4 | $1.89M | Buy |
50,327
+9,953
| +25% | +$332K | ﹤0.01% | 2881 |
|
|
2016
Q3 | $1.23M | Buy |
40,374
+222
| +0.6% | +$6.56K | ﹤0.01% | 3064 |
|
|
2016
Q2 | $1.15M | Buy |
40,152
+1,787
| +5% | +$50.2K | ﹤0.01% | 3048 |
|
|
2016
Q1 | $1.05M | Buy |
38,365
+519
| +1% | +$14.1K | ﹤0.01% | 3023 |
|
|
2015
Q4 | $1.15M | Sell |
37,846
-947
| -2% | -$29.2K | ﹤0.01% | 3076 |
|
|
2015
Q3 | $1.14M | Sell |
38,793
-2,879
| -7% | -$89.1K | ﹤0.01% | 3106 |
|
|
2015
Q2 | $1.37M | Buy |
41,672
+482
| +1% | +$14.4K | ﹤0.01% | 3156 |
|
|
2015
Q1 | $1.19M | Buy |
41,190
+472
| +1% | +$13.5K | ﹤0.01% | 3205 |
|
|
2014
Q4 | $1.17M | Sell |
40,718
-365
| -0.9% | -$9.67K | ﹤0.01% | 3210 |
|
|
2014
Q3 | $946K | Sell |
41,083
-764
| -2% | -$18.1K | ﹤0.01% | 3326 |
|
|
2014
Q2 | $1M | Buy |
41,847
+358
| +0.9% | +$8.67K | ﹤0.01% | 3307 |
|
|
2014
Q1 | $1.05M | Buy |
41,489
+4,254
| +11% | +$108K | ﹤0.01% | 3248 |
|
|
2013
Q4 | $1.01M | Buy |
37,235
+2,956
| +9% | +$77.9K | ﹤0.01% | 3302 |
|
|
2013
Q3 | $881K | Buy |
34,279
+2,739
| +9% | +$70.3K | ﹤0.01% | 3308 |
|
|
2013
Q2 | $759K | Buy |
+31,540
| New | +$747K | ﹤0.01% | 3337 |
|
Other funds holding MOFG
Bank of New York Mellon's MOFG Position: Q1 2026 in Review
Bank of New York Mellon sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 78,716 shares — an estimated $3.03M sold.
Bank of New York Mellon first reported a position in MOFG in Q2 2013 and held it in 51 quarters. The position peaked at $3.71M in Q4 2019. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.
- Bank of New York Mellon reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
- Bank of New York Mellon sold 78,716 MidWestOne Financial Group shares in Q1 2026, an estimated $3.03M.
- Bank of New York Mellon first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 51 quarters.
- Bank of New York Mellon's MidWestOne Financial Group position peaked at $3.71M in Q4 2019.
- 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.
Based on Bank of New York Mellon's 13F filing for Q1 2026, filed 5 May 2026.