Brandywine Global Investment Management’s MidWestOne Financial Group MOFG Stock Holding History

Brandywine Global Investment Management’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 Q4	–	Sell	-10,610	Closed	-$300K	–	644
2025 Q3	$300K	Buy	+10,610	New	+$309K	﹤0.01%	578
2023 Q2	–	Sell	-24,759	Closed	-$605K	–	743
2023 Q1	$605K	Sell	24,759 -39	-0.2%	-$1.15K	﹤0.01%	668
2022 Q4	$787K	Buy	+24,798	New	+$797K	0.01%	656
2020 Q3	–	Sell	-4,376	Closed	-$88K	–	696
2020 Q2	$88K	Buy	4,376 +501	+13%	+$9.67K	﹤0.01%	630
2020 Q1	$82K	Hold	3,875	–	–	﹤0.01%	650
2019 Q4	$140K	Sell	3,875 -57	-1%	-$1.9K	﹤0.01%	670
2019 Q3	$121K	Hold	3,932	–	–	﹤0.01%	672
2019 Q2	$110K	Sell	3,932 -673	-15%	-$19K	﹤0.01%	680
2019 Q1	$126K	Hold	4,605	–	–	﹤0.01%	672
2018 Q4	$115K	Hold	4,605	–	–	﹤0.01%	668
2018 Q3	$154K	Hold	4,605	–	–	﹤0.01%	679
2018 Q2	$156K	Hold	4,605	–	–	﹤0.01%	702
2018 Q1	$154K	Sell	4,605 -1,066	-19%	-$35.2K	﹤0.01%	695
2017 Q4	$191K	Buy	5,671 +1,794	+46%	+$63.4K	﹤0.01%	696
2017 Q3	$131K	Sell	3,877 -44	-1%	-$1.49K	﹤0.01%	725
2017 Q2	$133K	Buy	+3,921	New	+$136K	﹤0.01%	730

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

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

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brandywine Global Investment Management's MOFG Position: Q4 2025 in Review

Brandywine Global Investment Management sold out of MidWestOne Financial Group (MOFG) in Q4 2025, closing a stake of 10,610 shares — an estimated $300K sold.

Brandywine Global Investment Management first reported a position in MOFG in Q2 2017 and held it in 16 quarters. The position peaked at $787K in Q4 2022. 144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

Brandywine Global Investment Management reported no remaining MidWestOne Financial Group position as of Q4 2025 after selling out during the quarter.
Brandywine Global Investment Management sold 10,610 MidWestOne Financial Group shares in Q4 2025, an estimated $300K.
Brandywine Global Investment Management first reported a position in MidWestOne Financial Group in Q2 2017 and held it in 16 quarters.
Brandywine Global Investment Management's MidWestOne Financial Group position peaked at $787K in Q4 2022.
144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.