HSBC Holdings’s MidWestOne Financial Group MOFG Stock Holding History

HSBC Holdings’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
2024 Q4	–	Sell	-7,277	Closed	-$209K	–	3187
2024 Q3	$209K	Sell	7,277 -7,559	-51%	-$205K	﹤0.01%	2583
2024 Q2	$329K	Buy	+14,836	New	+$314K	﹤0.01%	2223
2023 Q4	–	Sell	-10,881	Closed	-$223K	–	2849
2023 Q3	$223K	Sell	10,881 -2,278	-17%	-$50K	﹤0.01%	2364
2023 Q2	$283K	Hold	13,159	–	–	﹤0.01%	2179
2023 Q1	$318K	Buy	13,159 +593	+5%	+$17.5K	﹤0.01%	2208
2022 Q4	$401K	Buy	12,566 +2,880	+30%	+$92.6K	﹤0.01%	2382
2022 Q3	$270K	Buy	+9,686	New	+$296K	﹤0.01%	2470
2021 Q2	–	Sell	-14,191	Closed	-$440K	–	3019
2021 Q1	$440K	Sell	14,191 -8,729	-38%	-$248K	﹤0.01%	2056
2020 Q4	$564K	Buy	22,920 +4,054	+21%	+$92.5K	﹤0.01%	2110
2020 Q3	$341K	Buy	18,866 +3,927	+26%	+$74K	﹤0.01%	2173
2020 Q2	$299K	Buy	+14,939	New	+$288K	﹤0.01%	2125
2020 Q1	–	Sell	-6,169	Closed	-$223K	–	2904
2019 Q4	$223K	Sell	6,169 -876	-12%	-$29.3K	﹤0.01%	2747
2019 Q3	$215K	Buy	+7,045	New	+$207K	﹤0.01%	2829

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings's MOFG Position: Q4 2024 in Review

HSBC Holdings sold out of MidWestOne Financial Group (MOFG) in Q4 2024, closing a stake of 7,277 shares — an estimated $209K sold.

HSBC Holdings first reported a position in MOFG in Q3 2019 and held it in 13 quarters. The position peaked at $564K in Q4 2020. 118 funds tracked by Wall St. Rank hold MOFG as of Q4 2024.

HSBC Holdings reported no remaining MidWestOne Financial Group position as of Q4 2024 after selling out during the quarter.
HSBC Holdings sold 7,277 MidWestOne Financial Group shares in Q4 2024, an estimated $209K.
HSBC Holdings first reported a position in MidWestOne Financial Group in Q3 2019 and held it in 13 quarters.
HSBC Holdings's MidWestOne Financial Group position peaked at $564K in Q4 2020.
118 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2024.

Based on HSBC Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.