Heartland Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Heartland 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	-175,616	Closed	-$6.76M	–	258
2025 Q4	$6.76M	Hold	175,616	–	–	0.36%	113
2025 Q3	$4.97M	Buy	175,616 +35,000	+25%	+$1.02M	0.26%	141
2025 Q2	$4.05M	Buy	140,616 +30,528	+28%	+$862K	0.23%	153
2025 Q1	$3.26M	Buy	110,088 +10,088	+10%	+$305K	0.19%	161
2024 Q4	$2.91M	Hold	100,000	–	–	0.16%	160
2024 Q3	$2.85M	Buy	+100,000	New	+$2.71M	0.15%	160

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

Heartland Advisors's MOFG Position: Q1 2026 in Review

Heartland Advisors sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 175,616 shares — an estimated $6.76M sold.

Heartland Advisors first reported a position in MOFG in Q3 2024 and held it in 6 quarters. The position peaked at $6.76M in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Heartland Advisors reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Heartland Advisors sold 175,616 MidWestOne Financial Group shares in Q1 2026, an estimated $6.76M.
Heartland Advisors first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 6 quarters.
Heartland Advisors's MidWestOne Financial Group position peaked at $6.76M in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.