BOK Financial’s MidWestOne Financial Group MOFG Stock Holding History

BOK Financial’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	-3,054	Closed	-$84.4K	–	1344
2024 Q4	$84.4K	Hold	3,054	–	–	﹤0.01%	763
2024 Q3	$82.7K	Buy	+3,054	New	+$82.9K	﹤0.01%	770
2021 Q4	–	Sell	-8,358	Closed	-$252K	–	995
2021 Q3	$252K	Buy	+8,358	New	+$244K	﹤0.01%	858

Other funds holding MOFG

MFG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial's MOFG Position: Q1 2025 in Review

BOK Financial sold out of MidWestOne Financial Group (MOFG) in Q1 2025, closing a stake of 3,054 shares — an estimated $84.4K sold.

BOK Financial first reported a position in MOFG in Q3 2021 and held it in 3 quarters. The position peaked at $252K in Q3 2021. 116 funds tracked by Wall St. Rank hold MOFG as of Q1 2025.

BOK Financial reported no remaining MidWestOne Financial Group position as of Q1 2025 after selling out during the quarter.
BOK Financial sold 3,054 MidWestOne Financial Group shares in Q1 2025, an estimated $84.4K.
BOK Financial first reported a position in MidWestOne Financial Group in Q3 2021 and held it in 3 quarters.
BOK Financial's MidWestOne Financial Group position peaked at $252K in Q3 2021.
116 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.