LSV Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

LSV Asset 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 Q1	–	Sell	-133,780	Closed	-$3.9M	–	851
2024 Q4	$3.9M	Sell	133,780 -10,502	-7%	-$321K	0.01%	514
2024 Q3	$4.12M	Sell	144,282 -6,800	-5%	-$185K	0.01%	520
2024 Q2	$3.4M	Sell	151,082 -3,840	-2%	-$81.3K	0.01%	562
2024 Q1	$3.63M	Hold	154,922	–	–	0.01%	552
2023 Q4	$4.17M	Sell	154,922 -3,700	-2%	-$82.1K	0.01%	543
2023 Q3	$3.23M	Buy	158,622 +14,800	+10%	+$325K	0.01%	566
2023 Q2	$3.07M	Buy	143,822 +2,400	+2%	+$49.9K	0.01%	574
2023 Q1	$3.45M	Sell	141,422 -900	-0.6%	-$26.5K	0.01%	558
2022 Q4	$4.52M	Buy	142,322 +47,216	+50%	+$1.52M	0.01%	524
2022 Q3	$2.6M	Sell	95,106 -18,800	-17%	-$575K	0.01%	569
2022 Q2	$3.38M	Buy	113,906 +8,226	+8%	+$249K	0.01%	559
2022 Q1	$3.5M	Buy	105,680 +1,392	+1%	+$44.5K	0.01%	581
2021 Q4	$3.38M	Buy	104,288 +7,200	+7%	+$230K	0.01%	588
2021 Q3	$2.93M	Hold	97,088	–	–	0.01%	609
2021 Q2	$2.79M	Hold	97,088	–	–	﹤0.01%	621
2021 Q1	$3.01M	Sell	97,088 -2,500	-3%	-$71.1K	0.01%	623
2020 Q4	$2.44M	Sell	99,588 -3,700	-4%	-$84.4K	﹤0.01%	653
2020 Q3	$1.84M	Sell	103,288 -13,000	-11%	-$245K	﹤0.01%	667
2020 Q2	$2.33M	Sell	116,288 -7,700	-6%	-$149K	﹤0.01%	651
2020 Q1	$2.6M	Buy	123,988 +4,500	+4%	+$132K	0.01%	593
2019 Q4	$4.33M	Sell	119,488 -28,700	-19%	-$959K	0.01%	592
2019 Q3	$4.52M	Sell	148,188 -500	-0.3%	-$14.7K	0.01%	568
2019 Q2	$4.16M	Sell	148,688 -2,100	-1%	-$59.4K	0.01%	580
2019 Q1	$4.11M	Hold	150,788	–	–	0.01%	588
2018 Q4	$3.74M	Buy	150,788 +13,036	+9%	+$382K	0.01%	599
2018 Q3	$4.59M	Sell	137,752 -5,146	-4%	-$173K	0.01%	615
2018 Q2	$4.83M	Buy	142,898 +21,149	+17%	+$703K	0.01%	613
2018 Q1	$4.05M	Hold	121,749	–	–	0.01%	625
2017 Q4	$4.08M	Buy	121,749 +2,429	+2%	+$85.8K	0.01%	616
2017 Q3	$4.03M	Sell	119,320 -3,900	-3%	-$132K	0.01%	620
2017 Q2	$4.17M	Hold	123,220	–	–	0.01%	593
2017 Q1	$4.22M	Buy	123,220 +26,964	+28%	+$971K	0.01%	588
2016 Q4	$3.62M	Buy	96,256 +293	+0.3%	+$9.76K	0.01%	616
2016 Q3	$2.91M	Hold	95,963	–	–	0.01%	622
2016 Q2	$2.74M	Sell	95,963 -6,600	-6%	-$186K	0.01%	627
2016 Q1	$2.81M	Sell	102,563 -3,200	-3%	-$87.2K	0.01%	605
2015 Q4	$3.22M	Buy	105,763 +922	+0.9%	+$28.4K	0.01%	574
2015 Q3	$3.07M	Hold	104,841	–	–	0.01%	566
2015 Q2	$3.45M	Hold	104,841	–	–	0.01%	545
2015 Q1	$3.02M	Buy	104,841 +4,166	+4%	+$119K	0.01%	548
2014 Q4	$2.9M	Buy	100,675 +7,934	+9%	+$210K	0.01%	552
2014 Q3	$2.13M	Buy	92,741 +7,226	+8%	+$172K	﹤0.01%	589
2014 Q2	$2.05M	Hold	85,515	–	–	﹤0.01%	590
2014 Q1	$2.16M	Sell	85,515 -4,211	-5%	-$107K	0.01%	561
2013 Q4	$2.44M	Buy	89,726 +8,985	+11%	+$237K	0.01%	548
2013 Q3	$2.08M	Buy	80,741 +2,604	+3%	+$66.8K	0.01%	568
2013 Q2	$1.88M	Buy	+78,137	New	+$1.85M	0.01%	572

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 $580B AUM 38.23% 1-Year Est. Return

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

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

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management's MOFG Position: Q1 2025 in Review

LSV Asset Management sold out of MidWestOne Financial Group (MOFG) in Q1 2025, closing a stake of 133,780 shares — an estimated $3.9M sold.

LSV Asset Management first reported a position in MOFG in Q2 2013 and held it in 47 quarters. The position peaked at $4.83M in Q2 2018. 116 funds tracked by Wall St. Rank hold MOFG as of Q1 2025.

LSV Asset Management reported no remaining MidWestOne Financial Group position as of Q1 2025 after selling out during the quarter.
LSV Asset Management sold 133,780 MidWestOne Financial Group shares in Q1 2025, an estimated $3.9M.
LSV Asset Management first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 47 quarters.
LSV Asset Management's MidWestOne Financial Group position peaked at $4.83M in Q2 2018.
116 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2025.

Based on LSV Asset Management's 13F filing for Q1 2025, filed 9 May 2025.