Ken Fisher
MOFG

Ken Fisher’s MidWestOne Financial Group MOFG Stock Holding History

Ken Fisher’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
-39,351
Closed -$1.52M – 1079
2025
Q4 		$1.52M Sell
39,351
-2,546
-6% -$92.8K ﹤0.01% 609
2025
Q3 		$1.19M Hold
41,897
– – ﹤0.01% 663
2025
Q2 		$1.21M Buy
41,897
+10,820
+35% +$305K ﹤0.01% 665
2025
Q1 		$920K Buy
+31,077
New +$938K ﹤0.01% 691

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

Ken Fisher's MOFG Position: Q1 2026 in Review

Ken Fisher sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 39,351 shares — an estimated $1.52M sold.

Ken Fisher first reported a position in MOFG in Q1 2025 and held it in 4 quarters. The position peaked at $1.52M in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Ken Fisher reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Ken Fisher sold 39,351 MidWestOne Financial Group shares in Q1 2026, an estimated $1.52M.
  • Ken Fisher first reported a position in MidWestOne Financial Group in Q1 2025 and held it in 4 quarters.
  • Ken Fisher's MidWestOne Financial Group position peaked at $1.52M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.