MFG
MOFG

MidWestOne Financial Group’s MidWestOne Financial Group MOFG Stock Holding History

MidWestOne Financial Group’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
Q4 		$156M Sell
4,054,459
-1,707
-0% -$62.2K 17.34% 1
2025
Q3 		$115M Sell
4,056,166
-1,034
-0% -$30.2K 13.94% 1
2025
Q2 		$117M Sell
4,057,200
-2,587
-0.1% -$73K 15.16% 1
2025
Q1 		$120M Sell
4,059,787
-33,405
-0.8% -$1.01M 17.07% 1
2024
Q4 		$119M Sell
4,093,192
-71,932
-2% -$2.2M 16.74% 1
2024
Q3 		$119M Sell
4,165,124
-32,162
-0.8% -$873K 16.4% 1
2024
Q2 		$94.4M Buy
4,197,286
+43,172
+1% +$914K 17.02% 1
2024
Q1 		$97.4M Sell
4,154,114
-4,983
-0.1% -$120K 17.49% 1
2023
Q4 		$112M Sell
4,159,097
-41,170
-1% -$913K 21.26% 1
2023
Q3 		$84.8M Buy
4,200,267
+32,907
+0.8% +$722K 19.23% 1
2023
Q2 		$89.1M Sell
4,167,360
-197,674
-5% -$4.11M 19.3% 1
2023
Q1 		$107M Sell
4,365,034
-934
-0% -$27.6K 24.08% 1
2022
Q4 		$139M Sell
4,365,968
-484
-0% -$15.6K 30.94% 1
2022
Q3 		$119M Sell
4,366,452
-6,335
-0.1% -$194K 30.32% 1
2022
Q2 		$130M Buy
4,372,787
+3,083
+0.1% +$93.2K 32.15% 1
2022
Q1 		$145M Buy
4,369,704
+4,851
+0.1% +$155K 31.16% 1
2021
Q4 		$141M Sell
4,364,853
-79,582
-2% -$2.55M 29.64% 1
2021
Q3 		$134M Sell
4,444,435
-3,200
-0.1% -$93.4K 31.41% 1
2021
Q2 		$128M Sell
4,447,635
-104,219
-2% -$3.2M 30.2% 1
2021
Q1 		$141M Sell
4,551,854
-4,234
-0.1% -$120K 34.12% 1
2020
Q4 		$112M Buy
4,556,088
+1,005,615
+28% +$23M 30.6% 1
2020
Q3 		$63.4M Sell
3,550,473
-1,630,289
-31% -$30.7M 21.05% 1
2020
Q2 		$104M Buy
5,180,762
+1,127,089
+28% +$21.8M 43.27% 1
2020
Q1 		$84.9M Sell
4,053,673
-1,901,009
-32% -$55.9M 31.19% 1
2019
Q4 		$216M Buy
5,954,682
+2,436,777
+69% +$81.4M 44.82% 1
2019
Q3 		$107M Sell
3,517,905
-94,567
-3% -$2.77M 33.16% 1
2019
Q2 		$101M Buy
+3,612,472
New +$102M 27.73% 1

Other funds holding MOFG

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
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return

MidWestOne Financial Group's MOFG Position: Q4 2025 in Review

MidWestOne Financial Group reduced its MidWestOne Financial Group (MOFG) stake by 0.04% in Q4 2025, selling an estimated $62.2K and leaving 4,054,459 shares worth $156M. The position accounts for 17.34% of the portfolio, ranked #1.

MidWestOne Financial Group first reported a position in MOFG in Q2 2019 and has held it in 27 quarters since. The position peaked at $216M in Q4 2019. 144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

  • MidWestOne Financial Group held 4,054,459 shares of MidWestOne Financial Group worth $156M as of Q4 2025.
  • MidWestOne Financial Group sold 1,707 MidWestOne Financial Group shares in Q4 2025, an estimated $62.2K.
  • MidWestOne Financial Group made up 17.34% of MidWestOne Financial Group's portfolio in Q4 2025, its #1 holding.
  • MidWestOne Financial Group first reported a position in MidWestOne Financial Group in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's MidWestOne Financial Group position peaked at $216M in Q4 2019.
  • 144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.