EC
MOFG

EJF Capital’s MidWestOne Financial Group MOFG Stock Holding History

EJF Capital’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
-115,207
Closed -$3.41M – 75
2025
Q1 		$3.41M Buy
115,207
+7,429
+7% +$224K 2.16% 17
2024
Q4 		$3.14M Sell
107,778
-67,222
-38% -$2.06M 2.16% 14
2024
Q3 		$4.99M Buy
+175,000
New +$4.75M 3.32% 2
2020
Q2 		– Sell
-78,371
Closed -$1.64M – 130
2020
Q1 		$1.64M Sell
78,371
-10,134
-11% -$298K 0.35% 58
2019
Q4 		$3.21M Buy
88,505
+68,723
+347% +$2.3M 0.32% 63
2019
Q3 		$604K Buy
19,782
+3,990
+25% +$117K 0.08% 78
2019
Q2 		$442K Buy
15,792
+432
+3% +$12.2K 0.05% 82
2019
Q1 		$419K Buy
15,360
+5,208
+51% +$148K 0.05% 92
2018
Q4 		$252K Buy
+10,152
New +$298K 0.03% 95
2017
Q3 		– Sell
-334,435
Closed -$11.3M – 91
2017
Q2 		$11.3M Sell
334,435
-40,565
-11% -$1.41M 0.96% 37
2017
Q1 		$12.9M Buy
+375,000
New +$13.5M 0.81% 41
2016
Q3 		– Sell
-56,521
Closed -$1.61M – 115
2016
Q2 		$1.61M Buy
+56,521
New +$1.59M 0.15% 72

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

EJF Capital's MOFG Position: Q2 2025 in Review

EJF Capital sold out of MidWestOne Financial Group (MOFG) in Q2 2025, closing a stake of 115,207 shares — an estimated $3.41M sold.

EJF Capital first reported a position in MOFG in Q2 2016 and held it in 12 quarters. The position peaked at $12.9M in Q1 2017. 124 funds tracked by Wall St. Rank hold MOFG as of Q2 2025.

  • EJF Capital reported no remaining MidWestOne Financial Group position as of Q2 2025 after selling out during the quarter.
  • EJF Capital sold 115,207 MidWestOne Financial Group shares in Q2 2025, an estimated $3.41M.
  • EJF Capital first reported a position in MidWestOne Financial Group in Q2 2016 and held it in 12 quarters.
  • EJF Capital's MidWestOne Financial Group position peaked at $12.9M in Q1 2017.
  • 124 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2025.

Based on EJF Capital's 13F filing for Q2 2025, filed 14 Aug 2025.