Fidelity Investments’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-18,270
| Closed | -$703K | – | 5514 |
|
|
2025
Q4 | $703K | Buy |
18,270
+8,547
| +88% | +$312K | ﹤0.01% | 2968 |
|
|
2025
Q3 | $275K | Buy |
9,723
+5,405
| +125% | +$158K | ﹤0.01% | 3240 |
|
|
2025
Q2 | $124K | Buy |
4,318
+2,555
| +145% | +$72.1K | ﹤0.01% | 3506 |
|
|
2025
Q1 | $52.2K | Sell |
1,763
-20
| -1% | -$604 | ﹤0.01% | 3842 |
|
|
2024
Q4 | $51.9K | Buy |
1,783
+1
| +0.1% | +$31 | ﹤0.01% | 3840 |
|
|
2024
Q3 | $50.8K | Buy |
1,782
+92
| +5% | +$2.5K | ﹤0.01% | 3779 |
|
|
2024
Q2 | $38K | Buy |
1,690
+59
| +4% | +$1.25K | ﹤0.01% | 3762 |
|
|
2024
Q1 | $38.2K | Sell |
1,631
-103
| -6% | -$2.47K | ﹤0.01% | 3721 |
|
|
2023
Q4 | $46.7K | Buy |
1,734
+28
| +2% | +$621 | ﹤0.01% | 3545 |
|
|
2023
Q3 | $34.7K | Sell |
1,706
-43
| -2% | -$944 | ﹤0.01% | 3529 |
|
|
2023
Q2 | $37.4K | Buy |
1,749
+461
| +36% | +$9.58K | ﹤0.01% | 3577 |
|
|
2023
Q1 | $31.5K | Buy |
1,288
+919
| +249% | +$27.1K | ﹤0.01% | 3641 |
|
|
2022
Q4 | $11.7K | Sell |
369
-47
| -11% | -$1.51K | ﹤0.01% | 3953 |
|
|
2022
Q3 | $11K | Buy |
416
+49
| +13% | +$1.5K | ﹤0.01% | 4054 |
|
|
2022
Q2 | $11K | Buy |
367
+1
| +0.3% | +$30 | ﹤0.01% | 4091 |
|
|
2022
Q1 | $12K | Buy |
+366
| New | +$11.7K | ﹤0.01% | 4195 |
|
|
2021
Q3 | – | Sell |
-6
| Closed | – | – | 4772 |
|
|
2021
Q2 | $0 | Sell |
6
-1
| -14% | -$31 | ﹤0.01% | 4637 |
|
|
2021
Q1 | $0 | Buy |
+7
| New | +$199 | ﹤0.01% | 4332 |
|
|
2020
Q2 | – | Sell |
-198
| Closed | -$4K | – | 3959 |
|
|
2020
Q1 | $4K | Sell |
198
-31
| -14% | -$911 | ﹤0.01% | 3300 |
|
|
2019
Q4 | $8K | Hold |
229
| – | – | ﹤0.01% | 3318 |
|
|
2019
Q3 | $7K | Buy |
+229
| New | +$6.71K | ﹤0.01% | 3326 |
|
Other funds holding MOFG
Fidelity Investments's MOFG Position: Q1 2026 in Review
Fidelity Investments sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 18,270 shares — an estimated $703K sold.
Fidelity Investments first reported a position in MOFG in Q3 2019 and held it in 21 quarters. The position peaked at $703K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.
- Fidelity Investments reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
- Fidelity Investments sold 18,270 MidWestOne Financial Group shares in Q1 2026, an estimated $703K.
- Fidelity Investments first reported a position in MidWestOne Financial Group in Q3 2019 and held it in 21 quarters.
- Fidelity Investments's MidWestOne Financial Group position peaked at $703K in Q4 2025.
- 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.