Covestor’s MidWestOne Financial Group MOFG Stock Holding History

Covestor’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	-4	Closed	-$113	–	2531
2025 Q1	$0	Hold	4	–	–	﹤0.01%	2532
2024 Q4	$0	Sell	4 -5	-56%	-$153	﹤0.01%	2544
2024 Q3	$0	Sell	9 -15	-63%	-$407	﹤0.01%	2535
2024 Q2	$1K	Buy	+24	New	+$508	﹤0.01%	2053
2024 Q1	–	Sell	-72	Closed	-$1.73K	–	2545
2023 Q4	$2K	Sell	72 -21	-23%	-$466	﹤0.01%	1866
2023 Q3	$2K	Sell	93 -7	-7%	-$154	﹤0.01%	1836
2023 Q2	$2K	Sell	100 -16	-14%	-$332	﹤0.01%	1849
2023 Q1	$3K	Buy	116 +3	+3%	+$88	﹤0.01%	1690
2022 Q4	$4K	Buy	113 +28	+33%	+$900	﹤0.01%	1631
2022 Q3	$2K	Sell	85 -97	-53%	-$2.97K	﹤0.01%	1718
2022 Q2	$5K	Sell	182 -31	-15%	-$938	﹤0.01%	1410
2022 Q1	$7K	Buy	213 +61	+40%	+$1.95K	﹤0.01%	1413
2021 Q4	$5K	Buy	+152	New	+$4.86K	0.01%	1324

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Covestor's MOFG Position: Q2 2025 in Review

Covestor sold out of MidWestOne Financial Group (MOFG) in Q2 2025, closing a stake of 4 shares — an estimated $113 sold.

Covestor first reported a position in MOFG in Q4 2021 and held it in 13 quarters. The position peaked at $7K in Q1 2022. 125 funds tracked by Wall St. Rank hold MOFG as of Q2 2025.

Covestor reported no remaining MidWestOne Financial Group position as of Q2 2025 after selling out during the quarter.
Covestor sold 4 MidWestOne Financial Group shares in Q2 2025, an estimated $113.
Covestor first reported a position in MidWestOne Financial Group in Q4 2021 and held it in 13 quarters.
Covestor's MidWestOne Financial Group position peaked at $7K in Q1 2022.
125 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.