Bessemer Group
MOFG

Bessemer Group’s MidWestOne Financial Group MOFG Stock Holding History

Bessemer Group’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
Q3 		– Sell
-12
Closed – – 2629
2025
Q2 		$0 Hold
12
– – ﹤0.01% 2553
2025
Q1 		$0 Buy
+12
New +$362 ﹤0.01% 2624
2020
Q3 		– Sell
-39,600
Closed -$792K – 1544
2020
Q2 		$792K Hold
39,600
– – ﹤0.01% 867
2020
Q1 		$829K Buy
39,600
+5,200
+15% +$153K ﹤0.01% 654
2019
Q4 		$1.25M Sell
34,400
-1,300
-4% -$43.4K ﹤0.01% 699
2019
Q3 		$1.09M Buy
35,700
+11,900
+50% +$349K ﹤0.01% 674
2019
Q2 		$665K Buy
23,800
+3,300
+16% +$93.4K ﹤0.01% 805
2019
Q1 		$559K Buy
20,500
+3,200
+18% +$91K ﹤0.01% 769
2018
Q4 		$430K Buy
17,300
+1,500
+9% +$44K ﹤0.01% 784
2018
Q3 		$526K Hold
15,800
– – ﹤0.01% 758
2018
Q2 		$534K Buy
15,800
+1,500
+10% +$49.8K ﹤0.01% 753
2018
Q1 		$476K Buy
14,300
+6,600
+86% +$218K ﹤0.01% 798
2017
Q4 		$258K Sell
7,700
-8,600
-53% -$304K ﹤0.01% 968
2017
Q3 		$550K Hold
16,300
– – ﹤0.01% 825
2017
Q2 		$552K Buy
16,300
+5,300
+48% +$184K ﹤0.01% 831
2017
Q1 		$377K Buy
11,000
+400
+4% +$14.4K ﹤0.01% 947
2016
Q4 		$399K Buy
10,600
+5,300
+100% +$177K ﹤0.01% 935
2016
Q3 		$161K Buy
+5,300
New +$157K ﹤0.01% 1022

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bessemer Group's MOFG Position: Q3 2025 in Review

Bessemer Group sold out of MidWestOne Financial Group (MOFG) in Q3 2025, closing a stake of 12 shares.

Bessemer Group first reported a position in MOFG in Q3 2016 and held it in 18 quarters. The position peaked at $1.25M in Q4 2019. 122 funds tracked by Wall St. Rank hold MOFG as of Q3 2025.

  • Bessemer Group reported no remaining MidWestOne Financial Group position as of Q3 2025 after selling out during the quarter.
  • Bessemer Group sold 12 MidWestOne Financial Group shares in Q3 2025.
  • Bessemer Group first reported a position in MidWestOne Financial Group in Q3 2016 and held it in 18 quarters.
  • Bessemer Group's MidWestOne Financial Group position peaked at $1.25M in Q4 2019.
  • 122 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2025.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.