Charles Schwab
MOFG

Charles Schwab’s MidWestOne Financial Group MOFG Stock Holding History

Charles Schwab’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
-161,420
Closed -$6.21M – 3498
2025
Q4 		$6.21M Sell
161,420
-2,511
-2% -$91.5K ﹤0.01% 2349
2025
Q3 		$4.64M Buy
163,931
+102,774
+168% +$3M ﹤0.01% 2475
2025
Q2 		$1.76M Buy
61,157
+4,962
+9% +$140K ﹤0.01% 2707
2025
Q1 		$1.66M Sell
56,195
-792
-1% -$23.9K ﹤0.01% 2671
2024
Q4 		$1.66M Buy
56,987
+15,768
+38% +$482K ﹤0.01% 2737
2024
Q3 		$1.18M Buy
41,219
+1,000
+2% +$27.1K ﹤0.01% 2872
2024
Q2 		$905K Buy
40,219
+3,019
+8% +$63.9K ﹤0.01% 2976
2024
Q1 		$872K Sell
37,200
-1,314
-3% -$31.5K ﹤0.01% 2838
2023
Q4 		$1.04M Sell
38,514
-1,111
-3% -$24.6K ﹤0.01% 2817
2023
Q3 		$806K Buy
39,625
+1,290
+3% +$28.3K ﹤0.01% 2868
2023
Q2 		$819K Buy
38,335
+95
+0.2% +$1.97K ﹤0.01% 2833
2023
Q1 		$934K Buy
38,240
+781
+2% +$23K ﹤0.01% 2758
2022
Q4 		$1.19M Buy
37,459
+603
+2% +$19.4K ﹤0.01% 2723
2022
Q3 		$1.01M Sell
36,856
-24
-0.1% -$734 ﹤0.01% 2794
2022
Q2 		$1.1M Sell
36,880
-522
-1% -$15.8K ﹤0.01% 2758
2022
Q1 		$1.24M Buy
37,402
+928
+3% +$29.7K ﹤0.01% 2774
2021
Q4 		$1.18M Buy
36,474
+8
+0% +$256 ﹤0.01% 2847
2021
Q3 		$1.1M Buy
36,466
+178
+0.5% +$5.2K ﹤0.01% 2839
2021
Q2 		$1.04M Sell
36,288
-829
-2% -$25.5K ﹤0.01% 2911
2021
Q1 		$1.15M Buy
37,117
+3,388
+10% +$96.3K ﹤0.01% 2811
2020
Q4 		$827K Hold
33,729
– – ﹤0.01% 2827
2020
Q3 		$603K Sell
33,729
-1,150
-3% -$21.7K ﹤0.01% 2827
2020
Q2 		$698K Buy
34,879
+6,597
+23% +$127K ﹤0.01% 2729
2020
Q1 		$593K Sell
28,282
-792
-3% -$23.3K ﹤0.01% 2656
2019
Q4 		$1.05M Buy
29,074
+1,155
+4% +$38.6K ﹤0.01% 2578
2019
Q3 		$853K Sell
27,919
-14,578
-34% -$427K ﹤0.01% 2617
2019
Q2 		$1.19M Buy
42,497
+13,038
+44% +$369K ﹤0.01% 2516
2019
Q1 		$803K Buy
29,459
+4,898
+20% +$139K ﹤0.01% 2615
2018
Q4 		$610K Hold
24,561
– – ﹤0.01% 2701
2018
Q3 		$819K Hold
24,561
– – ﹤0.01% 2684
2018
Q2 		$830K Buy
24,561
+2,500
+11% +$83.1K ﹤0.01% 2640
2018
Q1 		$735K Hold
22,061
– – ﹤0.01% 2615
2017
Q4 		$740K Buy
22,061
+3,261
+17% +$115K ﹤0.01% 2615
2017
Q3 		$635K Hold
18,800
– – ﹤0.01% 2652
2017
Q2 		$638K Buy
18,800
+7,500
+66% +$261K ﹤0.01% 2613
2017
Q1 		$388K Sell
11,300
-2,163
-16% -$77.9K ﹤0.01% 2734
2016
Q4 		$507K Hold
13,463
– – ﹤0.01% 2643
2016
Q3 		$409K Hold
13,463
– – ﹤0.01% 2687
2016
Q2 		$385K Hold
13,463
– – ﹤0.01% 2688
2016
Q1 		$370K Hold
13,463
– – ﹤0.01% 2698
2015
Q4 		$410K Buy
13,463
+1,472
+12% +$45.3K ﹤0.01% 2736
2015
Q3 		$351K Hold
11,991
– – ﹤0.01% 2764
2015
Q2 		$395K Buy
11,991
+2,691
+29% +$80.5K ﹤0.01% 2769
2015
Q1 		$269K Hold
9,300
– – ﹤0.01% 2875
2014
Q4 		$268K Hold
9,300
– – ﹤0.01% 2890
2014
Q3 		$214K Hold
9,300
– – ﹤0.01% 2925
2014
Q2 		$224K Hold
9,300
– – ﹤0.01% 2966
2014
Q1 		$235K Hold
9,300
– – ﹤0.01% 2896
2013
Q4 		$253K Hold
9,300
– – ﹤0.01% 2881
2013
Q3 		$237K Hold
9,300
– – ﹤0.01% 2859
2013
Q2 		$229K Buy
+9,300
New +$220K ﹤0.01% 2842

Other funds holding MOFG

IA
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

Charles Schwab's MOFG Position: Q1 2026 in Review

Charles Schwab sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 161,420 shares — an estimated $6.21M sold.

Charles Schwab first reported a position in MOFG in Q2 2013 and held it in 51 quarters. The position peaked at $6.21M in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Charles Schwab reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Charles Schwab sold 161,420 MidWestOne Financial Group shares in Q1 2026, an estimated $6.21M.
  • Charles Schwab first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 51 quarters.
  • Charles Schwab's MidWestOne Financial Group position peaked at $6.21M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.