IP
MOFG

Interval Partners’s MidWestOne Financial Group MOFG Stock Holding History

Interval Partners’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
Q2 		– Sell
-16,319
Closed -$483K – 445
2025
Q1 		$483K Sell
16,319
-17,818
-52% -$538K 0.01% 335
2024
Q4 		$994K Sell
34,137
-18,211
-35% -$557K 0.02% 318
2024
Q3 		$1.49M Buy
+52,348
New +$1.42M 0.03% 294

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Interval Partners's MOFG Position: Q2 2025 in Review

Interval Partners sold out of MidWestOne Financial Group (MOFG) in Q2 2025, closing a stake of 16,319 shares — an estimated $483K sold.

Interval Partners first reported a position in MOFG in Q3 2024 and held it in 3 quarters. The position peaked at $1.49M in Q3 2024. 125 funds tracked by Wall St. Rank hold MOFG as of Q2 2025.

  • Interval Partners reported no remaining MidWestOne Financial Group position as of Q2 2025 after selling out during the quarter.
  • Interval Partners sold 16,319 MidWestOne Financial Group shares in Q2 2025, an estimated $483K.
  • Interval Partners first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 3 quarters.
  • Interval Partners's MidWestOne Financial Group position peaked at $1.49M in Q3 2024.
  • 125 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2025.

Based on Interval Partners's 13F filing for Q2 2025, filed 14 Aug 2025.