Jennison Associates’s MidWestOne Financial Group MOFG Stock Holding History

Jennison Associates’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	-517,960	Closed	-$19.9M	–	616
2025 Q4	$19.9M	Sell	517,960 -912,051	-64%	-$33.3M	0.01%	338
2025 Q3	$40.5M	Buy	1,430,011 +34,388	+2%	+$1M	0.02%	254
2025 Q2	$40.2M	Buy	1,395,623 +60,026	+4%	+$1.69M	0.02%	252
2025 Q1	$39.5M	Buy	1,335,597 +509,965	+62%	+$15.4M	0.03%	243
2024 Q4	$24M	Buy	825,632 +47,979	+6%	+$1.47M	0.01%	327
2024 Q3	$22.2M	Buy	+777,653	New	+$21.1M	0.01%	330

Other funds holding MOFG

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

Jennison Associates's MOFG Position: Q1 2026 in Review

Jennison Associates sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 517,960 shares — an estimated $19.9M sold.

Jennison Associates first reported a position in MOFG in Q3 2024 and held it in 6 quarters. The position peaked at $40.5M in Q3 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Jennison Associates reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Jennison Associates sold 517,960 MidWestOne Financial Group shares in Q1 2026, an estimated $19.9M.
Jennison Associates first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 6 quarters.
Jennison Associates's MidWestOne Financial Group position peaked at $40.5M in Q3 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Jennison Associates's 13F filing for Q1 2026, filed 6 May 2026.