EP
MOFG

Essential Partners’s MidWestOne Financial Group MOFG Stock Holding History

Essential Partners’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
-32
Closed -$1.23K – 2939
2025
Q4 		$1.23K Sell
32
-17
-35% -$620 ﹤0.01% 1960
2025
Q3 		$1.39K Sell
49
-69
-58% -$2.01K ﹤0.01% 1927
2025
Q2 		$3.4K Buy
+118
New +$3.33K ﹤0.01% 1159

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

Essential Partners's MOFG Position: Q1 2026 in Review

Essential Partners sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 32 shares — an estimated $1.23K sold.

Essential Partners first reported a position in MOFG in Q2 2025 and held it in 3 quarters. The position peaked at $3.4K in Q2 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Essential Partners reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 32 MidWestOne Financial Group shares in Q1 2026, an estimated $1.23K.
  • Essential Partners first reported a position in MidWestOne Financial Group in Q2 2025 and held it in 3 quarters.
  • Essential Partners's MidWestOne Financial Group position peaked at $3.4K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.