LPL Financial
MOFG

LPL Financial’s MidWestOne Financial Group MOFG Stock Holding History

LPL Financial’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
2024
Q4 		– Sell
-7,628
Closed -$218K – 5390
2024
Q3 		$218K Buy
+7,628
New +$207K ﹤0.01% 4672

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's MOFG Position: Q4 2024 in Review

LPL Financial sold out of MidWestOne Financial Group (MOFG) in Q4 2024, closing a stake of 7,628 shares — an estimated $218K sold.

LPL Financial first reported a position in MOFG in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 118 funds tracked by Wall St. Rank hold MOFG as of Q4 2024.

  • LPL Financial reported no remaining MidWestOne Financial Group position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 7,628 MidWestOne Financial Group shares in Q4 2024, an estimated $218K.
  • LPL Financial first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 1 quarter.
  • LPL Financial's MidWestOne Financial Group position peaked at $218K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.