JAM
MOFG

Jacobs Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

Jacobs Asset 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
Q4 		– Sell
-156,787
Closed -$4.44M – 35
2025
Q3 		$4.44M Buy
156,787
+6,787
+5% +$198K 2.43% 17
2025
Q2 		$4.32M Sell
150,000
-50,000
-25% -$1.41M 2.46% 17
2025
Q1 		$5.92M Sell
200,000
-37,500
-16% -$1.13M 3.71% 12
2024
Q4 		$6.92M Buy
237,500
+36,355
+18% +$1.11M 4.16% 11
2024
Q3 		$5.74M Buy
+201,145
New +$5.46M 3.8% 11

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Asset Management's MOFG Position: Q4 2025 in Review

Jacobs Asset Management sold out of MidWestOne Financial Group (MOFG) in Q4 2025, closing a stake of 156,787 shares — an estimated $4.44M sold.

Jacobs Asset Management first reported a position in MOFG in Q3 2024 and held it in 5 quarters. The position peaked at $6.92M in Q4 2024. 144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

  • Jacobs Asset Management reported no remaining MidWestOne Financial Group position as of Q4 2025 after selling out during the quarter.
  • Jacobs Asset Management sold 156,787 MidWestOne Financial Group shares in Q4 2025, an estimated $4.44M.
  • Jacobs Asset Management first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 5 quarters.
  • Jacobs Asset Management's MidWestOne Financial Group position peaked at $6.92M in Q4 2024.
  • 144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on Jacobs Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.