Geode Capital Management
MOFG

Geode Capital Management’s MidWestOne Financial Group MOFG Stock Holding History

Geode Capital Management’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
-454,812
Closed -$17.5M – 4567
2025
Q4 		$17.5M Sell
454,812
-15,581
-3% -$568K ﹤0.01% 2083
2025
Q3 		$13.3M Sell
470,393
-32,505
-6% -$948K ﹤0.01% 2239
2025
Q2 		$14.5M Buy
502,898
+58,709
+13% +$1.66M ﹤0.01% 2132
2025
Q1 		$13.2M Buy
444,189
+11,010
+3% +$332K ﹤0.01% 2129
2024
Q4 		$12.6M Buy
433,179
+97,502
+29% +$2.98M ﹤0.01% 2215
2024
Q3 		$9.58M Buy
335,677
+9,787
+3% +$266K ﹤0.01% 2409
2024
Q2 		$7.33M Buy
325,890
+15,146
+5% +$321K ﹤0.01% 2510
2024
Q1 		$7.28M Buy
310,744
+5,001
+2% +$120K ﹤0.01% 2509
2023
Q4 		$8.23M Buy
305,743
+20,264
+7% +$449K ﹤0.01% 2443
2023
Q3 		$5.8M Buy
285,479
+5,361
+2% +$118K ﹤0.01% 2570
2023
Q2 		$5.99M Buy
280,118
+13,282
+5% +$276K ﹤0.01% 2590
2023
Q1 		$6.52M Buy
266,836
+4,483
+2% +$132K ﹤0.01% 2511
2022
Q4 		$8.33M Buy
262,353
+7,906
+3% +$254K ﹤0.01% 2383
2022
Q3 		$6.94M Buy
254,447
+820
+0.3% +$25.1K ﹤0.01% 2483
2022
Q2 		$7.54M Buy
253,627
+4,173
+2% +$126K ﹤0.01% 2448
2022
Q1 		$8.26M Buy
249,454
+4,883
+2% +$156K ﹤0.01% 2474
2021
Q4 		$7.92M Buy
244,571
+2,045
+0.8% +$65.4K ﹤0.01% 2608
2021
Q3 		$7.31M Sell
242,526
-12
-0% -$350 ﹤0.01% 2691
2021
Q2 		$6.98M Buy
242,538
+16,160
+7% +$497K ﹤0.01% 2707
2021
Q1 		$7.01M Buy
226,378
+11,196
+5% +$318K ﹤0.01% 2603
2020
Q4 		$5.27M Buy
215,182
+5,905
+3% +$135K ﹤0.01% 2574
2020
Q3 		$3.74M Buy
209,277
+2,874
+1% +$54.2K ﹤0.01% 2561
2020
Q2 		$4.13M Buy
206,403
+24,851
+14% +$480K ﹤0.01% 2446
2020
Q1 		$3.8M Buy
181,552
+16,071
+10% +$472K ﹤0.01% 2292
2019
Q4 		$6M Buy
165,481
+8,320
+5% +$278K ﹤0.01% 2338
2019
Q3 		$4.8M Sell
157,161
-7,686
-5% -$225K ﹤0.01% 2405
2019
Q2 		$4.61M Buy
164,847
+52,752
+47% +$1.49M ﹤0.01% 2449
2019
Q1 		$3.05M Buy
112,095
+5,485
+5% +$156K ﹤0.01% 2596
2018
Q4 		$2.65M Buy
106,610
+6,046
+6% +$177K ﹤0.01% 2602
2018
Q3 		$3.35M Buy
100,564
+5,428
+6% +$182K ﹤0.01% 2613
2018
Q2 		$3.21M Buy
95,136
+6,170
+7% +$205K ﹤0.01% 2576
2018
Q1 		$2.96M Buy
88,966
+1,342
+2% +$44.3K ﹤0.01% 2545
2017
Q4 		$2.94M Buy
87,624
+8,665
+11% +$306K ﹤0.01% 2530
2017
Q3 		$2.67M Buy
78,959
+3,295
+4% +$111K ﹤0.01% 2585
2017
Q2 		$2.56M Buy
75,664
+7,540
+11% +$262K ﹤0.01% 2590
2017
Q1 		$2.33M Buy
68,124
+7,381
+12% +$266K ﹤0.01% 2577
2016
Q4 		$2.28M Buy
60,743
+1,613
+3% +$53.7K ﹤0.01% 2555
2016
Q3 		$1.79M Buy
59,130
+8,887
+18% +$263K ﹤0.01% 2628
2016
Q2 		$1.43M Buy
50,243
+288
+0.6% +$8.1K ﹤0.01% 2699
2016
Q1 		$1.37K Buy
49,955
+1,942
+4% +$52.9K ﹤0.01% 2713
2015
Q4 		$1.46M Buy
48,013
+3,812
+9% +$117K ﹤0.01% 2675
2015
Q3 		$1.29M Buy
44,201
+562
+1% +$17.4K ﹤0.01% 2725
2015
Q2 		$1.44M Buy
43,639
+10,710
+33% +$321K ﹤0.01% 2699
2015
Q1 		$949K Buy
32,929
+2,443
+8% +$69.7K ﹤0.01% 2904
2014
Q4 		$878K Buy
30,486
+108
+0.4% +$2.86K ﹤0.01% 2926
2014
Q3 		$698K Buy
30,378
+72
+0.2% +$1.71K ﹤0.01% 2996
2014
Q2 		$727K Buy
30,306
+8,089
+36% +$196K ﹤0.01% 2992
2014
Q1 		$560K Buy
22,217
+1,131
+5% +$28.7K ﹤0.01% 3103
2013
Q4 		$573K Buy
21,086
+308
+1% +$8.11K ﹤0.01% 3032
2013
Q3 		$534K Buy
20,778
+867
+4% +$22.2K ﹤0.01% 2911
2013
Q2 		$479K Buy
+19,911
New +$472K ﹤0.01% 2902

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

Geode Capital Management's MOFG Position: Q1 2026 in Review

Geode Capital Management sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 454,812 shares — an estimated $17.5M sold.

Geode Capital Management first reported a position in MOFG in Q2 2013 and held it in 51 quarters. The position peaked at $17.5M in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Geode Capital Management reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Geode Capital Management sold 454,812 MidWestOne Financial Group shares in Q1 2026, an estimated $17.5M.
  • Geode Capital Management first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 51 quarters.
  • Geode Capital Management's MidWestOne Financial Group position peaked at $17.5M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.