KCM
MOFG

Kennedy Capital Management’s MidWestOne Financial Group MOFG Stock Holding History

Kennedy Capital 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
Q2 		– Sell
-36,907
Closed -$1.09M – 641
2025
Q1 		$1.09M Sell
36,907
-44,920
-55% -$1.36M 0.03% 501
2024
Q4 		$2.38M Buy
81,827
+17,086
+26% +$523K 0.05% 486
2024
Q3 		$1.85M Buy
+64,741
New +$1.76M 0.04% 523
2019
Q2 		– Sell
-60,330
Closed -$1.64M – 715
2019
Q1 		$1.64M Sell
60,330
-5,176
-8% -$147K 0.04% 566
2018
Q4 		$1.63M Sell
65,506
-120,203
-65% -$3.52M 0.04% 557
2018
Q3 		$6.19M Sell
185,709
-98,570
-35% -$3.31M 0.12% 330
2018
Q2 		$9.6M Sell
284,279
-28,569
-9% -$949K 0.18% 176
2018
Q1 		$10.4M Buy
312,848
+7,495
+2% +$247K 0.2% 142
2017
Q4 		$10.2M Sell
305,353
-11,729
-4% -$414K 0.18% 170
2017
Q3 		$10.7M Buy
317,082
+115,881
+58% +$3.91M 0.19% 170
2017
Q2 		$6.82M Buy
201,201
+4,243
+2% +$147K 0.13% 274
2017
Q1 		$6.75M Buy
196,958
+156,954
+392% +$5.65M 0.12% 305
2016
Q4 		$1.5M Hold
40,004
– – 0.03% 634
2016
Q3 		$1.22M Buy
40,004
+2,007
+5% +$59.3K 0.02% 642
2016
Q2 		$1.08M Buy
37,997
+25,114
+195% +$706K 0.02% 645
2016
Q1 		$354K Buy
+12,883
New +$351K 0.01% 704

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kennedy Capital Management's MOFG Position: Q2 2025 in Review

Kennedy Capital Management sold out of MidWestOne Financial Group (MOFG) in Q2 2025, closing a stake of 36,907 shares — an estimated $1.09M sold.

Kennedy Capital Management first reported a position in MOFG in Q1 2016 and held it in 16 quarters. The position peaked at $10.7M in Q3 2017. 125 funds tracked by Wall St. Rank hold MOFG as of Q2 2025.

  • Kennedy Capital Management reported no remaining MidWestOne Financial Group position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 36,907 MidWestOne Financial Group shares in Q2 2025, an estimated $1.09M.
  • Kennedy Capital Management first reported a position in MidWestOne Financial Group in Q1 2016 and held it in 16 quarters.
  • Kennedy Capital Management's MidWestOne Financial Group position peaked at $10.7M in Q3 2017.
  • 125 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.