CCM
MOFG

Coldstream Capital Management’s MidWestOne Financial Group MOFG Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-301
Closed -$8.91K – 2448
2025
Q1 		$8.91K Buy
+301
New +$9.09K ﹤0.01% 2431

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coldstream Capital Management's MOFG Position: Q2 2025 in Review

Coldstream Capital Management sold out of MidWestOne Financial Group (MOFG) in Q2 2025, closing a stake of 301 shares — an estimated $8.91K sold.

Coldstream Capital Management first reported a position in MOFG in Q1 2025 and held it in 1 quarter. The position peaked at $8.91K in Q1 2025. 125 funds tracked by Wall St. Rank hold MOFG as of Q2 2025.

  • Coldstream Capital Management reported no remaining MidWestOne Financial Group position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 301 MidWestOne Financial Group shares in Q2 2025, an estimated $8.91K.
  • Coldstream Capital Management first reported a position in MidWestOne Financial Group in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's MidWestOne Financial Group position peaked at $8.91K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.