Empowered Funds’s MidWestOne Financial Group MOFG Stock Holding History

Empowered Funds’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 Q4	–	Sell	-84,662	Closed	-$2.4M	–	1561
2025 Q3	$2.4M	Buy	84,662 +9,584	+13%	+$279K	0.02%	819
2025 Q2	$2.16M	Buy	75,078 +6,647	+10%	+$188K	0.02%	784
2025 Q1	$2.03M	Buy	68,431 +5,294	+8%	+$160K	0.03%	738
2024 Q4	$1.84M	Buy	63,137 +3,023	+5%	+$92.5K	0.03%	768
2024 Q3	$1.72M	Buy	60,114 +2,948	+5%	+$80K	0.03%	724
2024 Q2	$1.29M	Buy	57,166 +3,960	+7%	+$83.9K	0.02%	771
2024 Q1	$1.25M	Buy	53,206 +4,015	+8%	+$96.3K	0.02%	785
2023 Q4	$1.32M	Buy	49,191 +4,416	+10%	+$97.9K	0.03%	667
2023 Q3	$910K	Buy	44,775 +3,634	+9%	+$79.7K	0.03%	699
2023 Q2	$879K	Buy	+41,141	New	+$855K	0.03%	643

Other funds holding MOFG

MFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Empowered Funds's MOFG Position: Q4 2025 in Review

Empowered Funds sold out of MidWestOne Financial Group (MOFG) in Q4 2025, closing a stake of 84,662 shares — an estimated $2.4M sold.

Empowered Funds first reported a position in MOFG in Q2 2023 and held it in 10 quarters. The position peaked at $2.4M in Q3 2025. 144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

Empowered Funds reported no remaining MidWestOne Financial Group position as of Q4 2025 after selling out during the quarter.
Empowered Funds sold 84,662 MidWestOne Financial Group shares in Q4 2025, an estimated $2.4M.
Empowered Funds first reported a position in MidWestOne Financial Group in Q2 2023 and held it in 10 quarters.
Empowered Funds's MidWestOne Financial Group position peaked at $2.4M in Q3 2025.
144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.