Connor, Clark & Lunn Investment Management (CC&L)
MOFG

Connor, Clark & Lunn Investment Management (CC&L)’s MidWestOne Financial Group MOFG Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-14,577
Closed -$432K – 1616
2025
Q1 		$432K Sell
14,577
-583
-4% -$17.6K ﹤0.01% 1177
2024
Q4 		$441K Sell
15,160
-106
-0.7% -$3.24K ﹤0.01% 1175
2024
Q3 		$436K Buy
+15,266
New +$414K ﹤0.01% 1129

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s MOFG Position: Q2 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of MidWestOne Financial Group (MOFG) in Q2 2025, closing a stake of 14,577 shares — an estimated $432K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in MOFG in Q3 2024 and held it in 3 quarters. The position peaked at $441K in Q4 2024. 125 funds tracked by Wall St. Rank hold MOFG as of Q2 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining MidWestOne Financial Group position as of Q2 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 14,577 MidWestOne Financial Group shares in Q2 2025, an estimated $432K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 3 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s MidWestOne Financial Group position peaked at $441K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2025, filed 7 Aug 2025.