Invesco
MOFG

Invesco’s MidWestOne Financial Group MOFG Stock Holding History

Invesco’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
-31,075
Closed -$1.2M – 3796
2025
Q4 		$1.2M Buy
31,075
+859
+3% +$31.3K ﹤0.01% 2835
2025
Q3 		$855K Sell
30,216
-269
-0.9% -$7.84K ﹤0.01% 3004
2025
Q2 		$877K Buy
30,485
+848
+3% +$23.9K ﹤0.01% 2905
2025
Q1 		$878K Buy
29,637
+5,381
+22% +$162K ﹤0.01% 2885
2024
Q4 		$706K Buy
24,256
+2,776
+13% +$84.9K ﹤0.01% 3069
2024
Q3 		$613K Sell
21,480
-21,671
-50% -$588K ﹤0.01% 3143
2024
Q2 		$970K Sell
43,151
-8,065
-16% -$171K ﹤0.01% 2947
2024
Q1 		$1.2M Buy
51,216
+29,912
+140% +$717K ﹤0.01% 2900
2023
Q4 		$573K Buy
21,304
+1,362
+7% +$30.2K ﹤0.01% 3147
2023
Q3 		$405K Buy
19,942
+66
+0.3% +$1.45K ﹤0.01% 3308
2023
Q2 		$425K Sell
19,876
-3,117
-14% -$64.8K ﹤0.01% 3327
2023
Q1 		$561K Sell
22,993
-11,797
-34% -$348K ﹤0.01% 3195
2022
Q4 		$1.1M Buy
34,790
+15,824
+83% +$509K ﹤0.01% 2886
2022
Q3 		$518K Sell
18,966
-5,163
-21% -$158K ﹤0.01% 3231
2022
Q2 		$718K Buy
24,129
+7,122
+42% +$215K ﹤0.01% 3148
2022
Q1 		$563K Sell
17,007
-3,621
-18% -$116K ﹤0.01% 3330
2021
Q4 		$668K Sell
20,628
-1,843
-8% -$59K ﹤0.01% 3265
2021
Q3 		$677K Buy
22,471
+1,733
+8% +$50.6K ﹤0.01% 3288
2021
Q2 		$597K Buy
20,738
+2,796
+16% +$85.9K ﹤0.01% 3336
2021
Q1 		$555K Sell
17,942
-390
-2% -$11.1K ﹤0.01% 3304
2020
Q4 		$449K Buy
18,332
+1,894
+12% +$43.2K ﹤0.01% 3247
2020
Q3 		$294K Sell
16,438
-247
-1% -$4.66K ﹤0.01% 3330
2020
Q2 		$334K Buy
16,685
+676
+4% +$13.1K ﹤0.01% 3297
2020
Q1 		$335K Sell
16,009
-3,772
-19% -$111K ﹤0.01% 3230
2019
Q4 		$717K Buy
19,781
+3
+0% +$100 ﹤0.01% 3124
2019
Q3 		$604K Sell
19,778
-497
-2% -$14.6K ﹤0.01% 3202
2019
Q2 		$567K Sell
20,275
-593
-3% -$16.8K ﹤0.01% 3275
2019
Q1 		$569K Sell
20,868
-496
-2% -$14.1K ﹤0.01% 3257
2018
Q4 		$530K Buy
21,364
+2,172
+11% +$63.7K ﹤0.01% 3252
2018
Q3 		$639K Sell
19,192
-404
-2% -$13.6K ﹤0.01% 3328
2018
Q2 		$662K Buy
19,596
+1,924
+11% +$63.9K ﹤0.01% 3316
2018
Q1 		$588K Buy
17,672
+8,089
+84% +$267K ﹤0.01% 3258
2017
Q4 		$321K Buy
9,583
+118
+1% +$4.17K ﹤0.01% 3428
2017
Q3 		$320K Sell
9,465
-22,457
-70% -$758K ﹤0.01% 3435
2017
Q2 		$1.08M Buy
31,922
+21,212
+198% +$737K ﹤0.01% 2968
2017
Q1 		$367K Buy
+10,710
New +$386K ﹤0.01% 3441
2015
Q3 		– Sell
-2,666
Closed -$88K – 3913
2015
Q2 		$88K Buy
2,666
+2,486
+1,381% +$74.4K ﹤0.01% 3881
2015
Q1 		$5K Sell
180
-7,144
-98% -$204K ﹤0.01% 3988
2014
Q4 		$211K Buy
7,324
+363
+5% +$9.62K ﹤0.01% 3621
2014
Q3 		$160K Buy
6,961
+369
+6% +$8.76K ﹤0.01% 3745
2014
Q2 		$158K Sell
6,592
-38
-0.6% -$920 ﹤0.01% 3804
2014
Q1 		$167K Buy
6,630
+768
+13% +$19.5K ﹤0.01% 3822
2013
Q4 		$159K Sell
5,862
-4,850
-45% -$128K ﹤0.01% 3884
2013
Q3 		$275K Buy
10,712
+1,376
+15% +$35.3K ﹤0.01% 3648
2013
Q2 		$225K Buy
+9,336
New +$221K ﹤0.01% 3644

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

Invesco's MOFG Position: Q1 2026 in Review

Invesco sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 31,075 shares — an estimated $1.2M sold.

Invesco first reported a position in MOFG in Q2 2013 and held it in 45 quarters. The position peaked at $1.2M in Q1 2024. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Invesco reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Invesco sold 31,075 MidWestOne Financial Group shares in Q1 2026, an estimated $1.2M.
  • Invesco first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 45 quarters.
  • Invesco's MidWestOne Financial Group position peaked at $1.2M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.