Fourthstone LLC’s MidWestOne Financial Group MOFG Stock Holding History

Fourthstone LLC’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	-120,000	Closed	-$3.39M	–	74
2025 Q3	$3.39M	Buy	120,000 +88,640	+283%	+$2.58M	0.61%	48
2025 Q2	$902K	Buy	+31,360	New	+$885K	0.18%	73
2024 Q4	–	Sell	-100,100	Closed	-$2.86M	–	77
2024 Q3	$2.86M	Buy	100,100 +75,000	+299%	+$2.04M	0.64%	27
2024 Q2	$564K	Buy	+25,100	New	+$532K	0.18%	38
2024 Q1	–	Sell	-103,407	Closed	-$2.78M	–	51
2023 Q4	$2.78M	Buy	103,407 +28,714	+38%	+$637K	0.56%	40
2023 Q3	$1.52M	Buy	74,693 +22,804	+44%	+$500K	0.34%	55
2023 Q2	$1.11M	Buy	+51,889	New	+$1.08M	0.29%	34

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

Fourthstone LLC's MOFG Position: Q4 2025 in Review

Fourthstone LLC sold out of MidWestOne Financial Group (MOFG) in Q4 2025, closing a stake of 120,000 shares — an estimated $3.39M sold.

Fourthstone LLC first reported a position in MOFG in Q2 2023 and held it in 7 quarters. The position peaked at $3.39M in Q3 2025. 144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

Fourthstone LLC reported no remaining MidWestOne Financial Group position as of Q4 2025 after selling out during the quarter.
Fourthstone LLC sold 120,000 MidWestOne Financial Group shares in Q4 2025, an estimated $3.39M.
Fourthstone LLC first reported a position in MidWestOne Financial Group in Q2 2023 and held it in 7 quarters.
Fourthstone LLC's MidWestOne Financial Group position peaked at $3.39M in Q3 2025.
144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on Fourthstone LLC's 13F filing for Q4 2025, filed 13 Feb 2026.