CAM
MOFG

Cresset Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

Cresset Asset 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
2026
Q1 		– Sell
-29,386
Closed -$1.13M – 1737
2025
Q4 		$1.13M Hold
29,386
– – ﹤0.01% 751
2025
Q3 		$831K Hold
29,386
– – ﹤0.01% 807
2025
Q2 		$845K Sell
29,386
-84,154
-74% -$2.38M ﹤0.01% 738
2025
Q1 		$3.36M Sell
113,540
-66,387
-37% -$2M 0.02% 414
2024
Q4 		$5.24M Sell
179,927
-430,208
-71% -$13.2M 0.03% 344
2024
Q3 		$17.4M Sell
610,135
-139,506
-19% -$3.79M 0.07% 192
2024
Q2 		$16.9M Sell
749,641
-139,991
-16% -$2.97M 0.07% 180
2024
Q1 		$20.9M Buy
889,632
+514,934
+137% +$12.4M 0.1% 137
2023
Q4 		$10.1M Hold
374,698
– – 0.06% 209
2023
Q3 		$7.62M Hold
374,698
– – 0.03% 253
2023
Q2 		$8.01M Buy
374,698
+65
+0% +$1.35K 0.01% 301
2023
Q1 		$9.15M Sell
374,633
-57,600
-13% -$1.7M 0.18% 82
2022
Q4 		$11.8K Hold
432,233
– – ﹤0.01% 704
2022
Q3 		$11.8M Hold
432,233
– – 0.15% 69
2022
Q2 		$12.8M Buy
+432,233
New +$13.1M 0.16% 63

Other funds holding MOFG

IA
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

Cresset Asset Management's MOFG Position: Q1 2026 in Review

Cresset Asset Management sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 29,386 shares — an estimated $1.13M sold.

Cresset Asset Management first reported a position in MOFG in Q2 2022 and held it in 15 quarters. The position peaked at $20.9M in Q1 2024. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Cresset Asset Management reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Cresset Asset Management sold 29,386 MidWestOne Financial Group shares in Q1 2026, an estimated $1.13M.
  • Cresset Asset Management first reported a position in MidWestOne Financial Group in Q2 2022 and held it in 15 quarters.
  • Cresset Asset Management's MidWestOne Financial Group position peaked at $20.9M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.