Carson Wealth (CWM LLC)’s MidWestOne Financial Group MOFG Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	–	Sell	-2,647	Closed	-$102K	–	5753
2025 Q4	$102K	Sell	2,647 -120	-4%	-$4.38K	﹤0.01%	3046
2025 Q3	$78K	Sell	2,767 -408	-13%	-$11.9K	﹤0.01%	3170
2025 Q2	$91K	Buy	3,175 +2,238	+239%	+$63.2K	﹤0.01%	2809
2025 Q1	$28K	Buy	937 +11	+1%	+$332	﹤0.01%	3447
2024 Q4	$27K	Sell	926 -34	-4%	-$1.04K	﹤0.01%	3244
2024 Q3	$27K	Buy	960 +687	+252%	+$18.6K	﹤0.01%	3180
2024 Q2	$6K	Buy	273 +267	+4,450%	+$5.66K	﹤0.01%	3791
2024 Q1	$0	Buy	+6	New	+$144	﹤0.01%	4575
2023 Q2	–	Sell	-55	Closed	-$1K	–	4358
2023 Q1	$1K	Buy	+55	New	+$1.62K	﹤0.01%	3874

Other funds holding MOFG

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MOFG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 2,647 shares — an estimated $102K sold.

Carson Wealth (CWM LLC) first reported a position in MOFG in Q1 2023 and held it in 9 quarters. The position peaked at $102K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 2,647 MidWestOne Financial Group shares in Q1 2026, an estimated $102K.
Carson Wealth (CWM LLC) first reported a position in MidWestOne Financial Group in Q1 2023 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s MidWestOne Financial Group position peaked at $102K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.