CA
MOFG

Clearstead Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Clearstead Advisors’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
-71
Closed -$2.01K – 3064
2025
Q3 		$2.01K Hold
71
– – ﹤0.01% 2446
2025
Q2 		$2.04K Buy
+71
New +$2K ﹤0.01% 2319

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's MOFG Position: Q4 2025 in Review

Clearstead Advisors sold out of MidWestOne Financial Group (MOFG) in Q4 2025, closing a stake of 71 shares — an estimated $2.01K sold.

Clearstead Advisors first reported a position in MOFG in Q2 2025 and held it in 2 quarters. The position peaked at $2.04K in Q2 2025. 144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

  • Clearstead Advisors reported no remaining MidWestOne Financial Group position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 71 MidWestOne Financial Group shares in Q4 2025, an estimated $2.01K.
  • Clearstead Advisors first reported a position in MidWestOne Financial Group in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's MidWestOne Financial Group position peaked at $2.04K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.