Hotchkis & Wiley Capital Management
MOFG

Hotchkis & Wiley Capital Management’s MidWestOne Financial Group MOFG Stock Holding History

Hotchkis & Wiley 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
2025
Q3 		– Sell
-223,310
Closed -$6.42M – 503
2025
Q2 		$6.42M Sell
223,310
-3,980
-2% -$112K 0.02% 356
2025
Q1 		$6.73M Sell
227,290
-10,080
-4% -$304K 0.02% 313
2024
Q4 		$6.91M Buy
237,370
+12,400
+6% +$379K 0.02% 342
2024
Q3 		$6.42M Buy
224,970
+105,720
+89% +$2.87M 0.02% 343
2024
Q2 		$2.68M Buy
119,250
+1,300
+1% +$27.5K 0.01% 457
2024
Q1 		$2.76M Sell
117,950
-1,600
-1% -$38.4K 0.01% 453
2023
Q4 		$3.22M Sell
119,550
-9,100
-7% -$202K 0.01% 440
2023
Q3 		$2.62M Buy
128,650
+5,090
+4% +$112K 0.01% 441
2023
Q2 		$2.64M Buy
123,560
+15,530
+14% +$323K 0.01% 433
2023
Q1 		$2.64M Buy
108,030
+12,730
+13% +$376K 0.01% 417
2022
Q4 		$3.03M Sell
95,300
-22,660
-19% -$729K 0.01% 397
2022
Q3 		$3.22M Sell
117,960
-5,260
-4% -$161K 0.01% 398
2022
Q2 		$3.66M Sell
123,220
-9,300
-7% -$281K 0.01% 387
2022
Q1 		$4.39M Sell
132,520
-1,714
-1% -$54.8K 0.01% 389
2021
Q4 		$4.34M Sell
134,234
-18,390
-12% -$588K 0.01% 373
2021
Q3 		$4.6M Buy
152,624
+720
+0.5% +$21K 0.01% 337
2021
Q2 		$4.37M Buy
151,904
+11,400
+8% +$350K 0.01% 374
2021
Q1 		$4.35M Sell
140,504
-4,610
-3% -$131K 0.01% 330
2020
Q4 		$3.56M Buy
145,114
+7,430
+5% +$170K 0.01% 336
2020
Q3 		$2.46M Buy
137,684
+16,610
+14% +$313K 0.01% 340
2020
Q2 		$2.42M Buy
121,074
+14,490
+14% +$280K 0.01% 364
2020
Q1 		$2.23M Buy
106,584
+7,600
+8% +$223K 0.01% 337
2019
Q4 		$3.59M Buy
98,984
+50,100
+102% +$1.67M 0.01% 355
2019
Q3 		$1.49M Buy
48,884
+510
+1% +$14.9K 0.01% 421
2019
Q2 		$1.35M Buy
48,374
+500
+1% +$14.2K 0.01% 437
2019
Q1 		$1.3M Buy
47,874
+7,200
+18% +$205K 0.01% 445
2018
Q4 		$1.01M Buy
40,674
+4,080
+11% +$120K ﹤0.01% 422
2018
Q3 		$1.22M Buy
36,594
+9,967
+37% +$334K ﹤0.01% 430
2018
Q2 		$899K Sell
26,627
-20,441
-43% -$679K ﹤0.01% 419
2018
Q1 		$1.57M Buy
47,068
+233
+0.5% +$7.69K 0.01% 207
2017
Q4 		$1.57M Buy
+46,835
New +$1.65M 0.01% 216

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management's MOFG Position: Q3 2025 in Review

Hotchkis & Wiley Capital Management sold out of MidWestOne Financial Group (MOFG) in Q3 2025, closing a stake of 223,310 shares — an estimated $6.42M sold.

Hotchkis & Wiley Capital Management first reported a position in MOFG in Q4 2017 and held it in 31 quarters. The position peaked at $6.91M in Q4 2024. 123 funds tracked by Wall St. Rank hold MOFG as of Q3 2025.

  • Hotchkis & Wiley Capital Management reported no remaining MidWestOne Financial Group position as of Q3 2025 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 223,310 MidWestOne Financial Group shares in Q3 2025, an estimated $6.42M.
  • Hotchkis & Wiley Capital Management first reported a position in MidWestOne Financial Group in Q4 2017 and held it in 31 quarters.
  • Hotchkis & Wiley Capital Management's MidWestOne Financial Group position peaked at $6.91M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2025.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.