MCM
MOFG

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

MAI 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
Q3 		– Sell
-54
Closed -$1.55K – 4016
2025
Q2 		$1.55K Buy
+54
New +$1.52K ﹤0.01% 3489

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAI Capital Management's MOFG Position: Q3 2025 in Review

MAI Capital Management sold out of MidWestOne Financial Group (MOFG) in Q3 2025, closing a stake of 54 shares — an estimated $1.55K sold.

MAI Capital Management first reported a position in MOFG in Q2 2025 and held it in 1 quarter. The position peaked at $1.55K in Q2 2025. 123 funds tracked by Wall St. Rank hold MOFG as of Q3 2025.

  • MAI Capital Management reported no remaining MidWestOne Financial Group position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 54 MidWestOne Financial Group shares in Q3 2025, an estimated $1.55K.
  • MAI Capital Management first reported a position in MidWestOne Financial Group in Q2 2025 and held it in 1 quarter.
  • MAI Capital Management's MidWestOne Financial Group position peaked at $1.55K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.