Jim Simons
MOFG

Jim Simons’s MidWestOne Financial Group MOFG Stock Holding History

Jim Simons’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
-30,000
Closed -$1.16M – 3525
2025
Q4 		$1.16M Buy
+30,000
New +$1.09M ﹤0.01% 2194
2025
Q3 		– Sell
-25,600
Closed -$737K – 3756
2025
Q2 		$737K Buy
25,600
+16,600
+184% +$469K ﹤0.01% 2652
2025
Q1 		$266K Sell
9,000
-13,400
-60% -$405K ﹤0.01% 2970
2024
Q4 		$652K Buy
22,400
+15,000
+203% +$459K ﹤0.01% 2716
2024
Q3 		$211K Sell
7,400
-3,600
-33% -$97.7K ﹤0.01% 3106
2024
Q2 		$247K Buy
+11,000
New +$233K ﹤0.01% 2984
2022
Q2 		– Sell
-12,200
Closed -$404K – 4446
2022
Q1 		$404K Sell
12,200
-2,700
-18% -$86.3K ﹤0.01% 3318
2021
Q4 		$482K Buy
+14,900
New +$477K ﹤0.01% 3096
2021
Q2 		– Sell
-31,300
Closed -$969K – 3668
2021
Q1 		$969K Sell
31,300
-33,400
-52% -$949K ﹤0.01% 2624
2020
Q4 		$1.58M Sell
64,700
-31,400
-33% -$717K ﹤0.01% 2264
2020
Q3 		$1.72M Sell
96,100
-40,000
-29% -$754K ﹤0.01% 2223
2020
Q2 		$2.72M Sell
136,100
-45,400
-25% -$876K ﹤0.01% 1996
2020
Q1 		$3.8M Sell
181,500
-19,500
-10% -$573K ﹤0.01% 1720
2019
Q4 		$7.28M Sell
201,000
-11,400
-5% -$381K 0.01% 1642
2019
Q3 		$6.48M Buy
212,400
+9,300
+5% +$273K 0.01% 1655
2019
Q2 		$5.68M Buy
203,100
+2,000
+1% +$56.6K 0.01% 1743
2019
Q1 		$5.48M Buy
201,100
+12,500
+7% +$355K 0.01% 1750
2018
Q4 		$4.68M Sell
188,600
-31,249
-14% -$916K 0.01% 1769
2018
Q3 		$7.32M Buy
219,849
+11,849
+6% +$398K 0.01% 1556
2018
Q2 		$7.03M Buy
208,000
+8,300
+4% +$276K 0.01% 1564
2018
Q1 		$6.65M Sell
199,700
-12,000
-6% -$396K 0.01% 1637
2017
Q4 		$7.1M Sell
211,700
-13,590
-6% -$480K 0.01% 1592
2017
Q3 		$7.61M Buy
225,290
+66,290
+42% +$2.24M 0.01% 1496
2017
Q2 		$5.39M Buy
159,000
+29,300
+23% +$1.02M 0.01% 1660
2017
Q1 		$4.45M Buy
129,700
+6,600
+5% +$238K 0.01% 1755
2016
Q4 		$4.63M Buy
123,100
+11,800
+11% +$393K 0.01% 1720
2016
Q3 		$3.38M Buy
111,300
+6,100
+6% +$180K 0.01% 1867
2016
Q2 		$3M Sell
105,200
-1,697
-2% -$47.7K 0.01% 1953
2016
Q1 		$2.93M Buy
106,897
+6,897
+7% +$188K 0.01% 1990
2015
Q4 		$3.04M Buy
100,000
+2,400
+2% +$73.9K 0.01% 1826
2015
Q3 		$2.86M Buy
97,600
+22,595
+30% +$699K 0.01% 1762
2015
Q2 		$2.47M Buy
75,005
+12,576
+20% +$376K 0.01% 1919
2015
Q1 		$1.8M Buy
62,429
+12,829
+26% +$366K ﹤0.01% 1991
2014
Q4 		$1.43M Buy
49,600
+300
+0.6% +$7.95K ﹤0.01% 1959
2014
Q3 		$1.13M Buy
49,300
+4,100
+9% +$97.4K ﹤0.01% 1965
2014
Q2 		$1.08M Buy
45,200
+14,700
+48% +$356K ﹤0.01% 2016
2014
Q1 		$770K Buy
30,500
+2,800
+10% +$71.1K ﹤0.01% 2186
2013
Q4 		$753K Buy
27,700
+8,899
+47% +$234K ﹤0.01% 2215
2013
Q3 		$483K Buy
+18,801
New +$482K ﹤0.01% 2305

Other funds holding MOFG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jim Simons's MOFG Position: Q1 2026 in Review

Jim Simons sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 30,000 shares — an estimated $1.16M sold.

Jim Simons first reported a position in MOFG in Q3 2013 and held it in 39 quarters. The position peaked at $7.61M in Q3 2017. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Jim Simons reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 30,000 MidWestOne Financial Group shares in Q1 2026, an estimated $1.16M.
  • Jim Simons first reported a position in MidWestOne Financial Group in Q3 2013 and held it in 39 quarters.
  • Jim Simons's MidWestOne Financial Group position peaked at $7.61M in Q3 2017.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.