Creative Planning’s MidWestOne Financial Group MOFG Stock Holding History

Creative Planning’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	-55,627	Closed	-$2.14M	–	4162
2025 Q4	$2.14M	Buy	55,627 +29,872	+116%	+$1.09M	﹤0.01%	1681
2025 Q3	$729K	Sell	25,755 -885	-3%	-$25.8K	﹤0.01%	2402
2025 Q2	$766K	Sell	26,640 -2,033	-7%	-$57.4K	﹤0.01%	2079
2025 Q1	$849K	Buy	28,673 +4,952	+21%	+$150K	﹤0.01%	1846
2024 Q4	$691K	Buy	+23,721	New	+$726K	﹤0.01%	1931
2021 Q2	–	Sell	-6,578	Closed	-$204K	–	2383
2021 Q1	$204K	Buy	+6,578	New	+$187K	﹤0.01%	2084
2017 Q1	–	Sell	-317	Closed	-$12K	–	4812
2016 Q4	$12K	Buy	+317	New	+$10.6K	﹤0.01%	3425

Other funds holding MOFG

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

Creative Planning's MOFG Position: Q1 2026 in Review

Creative Planning sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 55,627 shares — an estimated $2.14M sold.

Creative Planning first reported a position in MOFG in Q4 2016 and held it in 7 quarters. The position peaked at $2.14M in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Creative Planning reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 55,627 MidWestOne Financial Group shares in Q1 2026, an estimated $2.14M.
Creative Planning first reported a position in MidWestOne Financial Group in Q4 2016 and held it in 7 quarters.
Creative Planning's MidWestOne Financial Group position peaked at $2.14M in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.