Franklin Resources’s MidWestOne Financial Group MOFG Stock Holding History

Franklin Resources’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	-100,955	Closed	-$3.89M	–	3246
2025 Q4	$3.89M	Buy	100,955 +9,353	+10%	+$341K	﹤0.01%	1523
2025 Q3	$2.59M	Sell	91,602 -24,301	-21%	-$709K	﹤0.01%	1682
2025 Q2	$3.33M	Buy	115,903 +6,500	+6%	+$184K	﹤0.01%	1521
2025 Q1	$3.24M	Buy	109,403 +38,415	+54%	+$1.16M	﹤0.01%	1519
2024 Q4	$2.07M	Buy	70,988 +31,946	+82%	+$977K	﹤0.01%	1724
2024 Q3	$1.12M	Buy	+39,042	New	+$1.06M	﹤0.01%	1938

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

Franklin Resources's MOFG Position: Q1 2026 in Review

Franklin Resources sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 100,955 shares — an estimated $3.89M sold.

Franklin Resources first reported a position in MOFG in Q3 2024 and held it in 6 quarters. The position peaked at $3.89M in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Franklin Resources reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Franklin Resources sold 100,955 MidWestOne Financial Group shares in Q1 2026, an estimated $3.89M.
Franklin Resources first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 6 quarters.
Franklin Resources's MidWestOne Financial Group position peaked at $3.89M in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.