Lindbrook Capital’s MidWestOne Financial Group MOFG Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-5	Closed	-$146	–	2886
2024 Q4	$146	Hold	5	–	–	﹤0.01%	2726
2024 Q3	$143	Buy	+5	New	+$136	﹤0.01%	2776

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's MOFG Position: Q1 2025 in Review

Lindbrook Capital sold out of MidWestOne Financial Group (MOFG) in Q1 2025, closing a stake of 5 shares — an estimated $146 sold.

Lindbrook Capital first reported a position in MOFG in Q3 2024 and held it in 2 quarters. The position peaked at $146 in Q4 2024. 116 funds tracked by Wall St. Rank hold MOFG as of Q1 2025.

Lindbrook Capital reported no remaining MidWestOne Financial Group position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 5 MidWestOne Financial Group shares in Q1 2025, an estimated $146.
Lindbrook Capital first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 2 quarters.
Lindbrook Capital's MidWestOne Financial Group position peaked at $146 in Q4 2024.
116 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.