MassMutual Private Wealth & Trust’s MidWestOne Financial Group MOFG Stock Holding History

MassMutual Private Wealth & Trust’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
2026 Q1	–	Sell	-18	Closed	-$693	–	2462
2025 Q4	$693	Hold	18	–	–	﹤0.01%	2205
2025 Q3	$509	Hold	18	–	–	﹤0.01%	2236
2025 Q2	$518	Hold	18	–	–	﹤0.01%	2219
2025 Q1	$533	Hold	18	–	–	﹤0.01%	2223
2024 Q4	$524	Buy	+18	New	+$551	﹤0.01%	2136

Other funds holding MOFG

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's MOFG Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 18 shares — an estimated $693 sold.

MassMutual Private Wealth & Trust first reported a position in MOFG in Q4 2024 and held it in 5 quarters. The position peaked at $693 in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 18 MidWestOne Financial Group shares in Q1 2026, an estimated $693.
MassMutual Private Wealth & Trust first reported a position in MidWestOne Financial Group in Q4 2024 and held it in 5 quarters.
MassMutual Private Wealth & Trust's MidWestOne Financial Group position peaked at $693 in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.