EverSource Wealth Advisors’s MidWestOne Financial Group MOFG Stock Holding History

EverSource Wealth Advisors’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	-645	Closed	-$24.8K	–	4462
2025 Q4	$24.8K	Sell	645 -213	-25%	-$7.76K	﹤0.01%	2247
2025 Q3	$24.3K	Buy	858 +456	+113%	+$13.3K	﹤0.01%	2224
2025 Q2	$11.6K	Buy	+402	New	+$11.3K	﹤0.01%	2710
2023 Q3	–	Sell	-47	Closed	-$1K	–	2606
2023 Q2	$1K	Buy	+47	New	+$976	﹤0.01%	2226
2023 Q1	–	Sell	-33	Closed	-$1.05K	–	2473
2022 Q4	$1.05K	Buy	+33	New	+$1.06K	﹤0.01%	2078

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

EverSource Wealth Advisors's MOFG Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 645 shares — an estimated $24.8K sold.

EverSource Wealth Advisors first reported a position in MOFG in Q4 2022 and held it in 5 quarters. The position peaked at $24.8K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

EverSource Wealth Advisors reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 645 MidWestOne Financial Group shares in Q1 2026, an estimated $24.8K.
EverSource Wealth Advisors first reported a position in MidWestOne Financial Group in Q4 2022 and held it in 5 quarters.
EverSource Wealth Advisors's MidWestOne Financial Group position peaked at $24.8K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.