Morgan Stanley
MOFG

Morgan Stanley’s MidWestOne Financial Group MOFG Stock Holding History

Morgan Stanley’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
-93,054
Closed -$3.58M – 8423
2025
Q4 		$3.58M Sell
93,054
-60,374
-39% -$2.2M ﹤0.01% 4426
2025
Q3 		$4.34M Buy
153,428
+542
+0.4% +$15.8K ﹤0.01% 4269
2025
Q2 		$4.4M Buy
152,886
+67,004
+78% +$1.89M ﹤0.01% 4156
2025
Q1 		$2.54M Sell
85,882
-26,168
-23% -$790K ﹤0.01% 4454
2024
Q4 		$3.26M Buy
112,050
+25,730
+30% +$787K ﹤0.01% 4333
2024
Q3 		$2.46M Buy
86,320
+24,249
+39% +$658K ﹤0.01% 4498
2024
Q2 		$1.4M Sell
62,071
-6,404
-9% -$136K ﹤0.01% 4784
2024
Q1 		$1.61M Sell
68,475
-107,817
-61% -$2.59M ﹤0.01% 4704
2023
Q4 		$4.74M Buy
176,292
+107,055
+155% +$2.37M ﹤0.01% 4410
2023
Q3 		$1.41M Sell
69,237
-6,552
-9% -$144K ﹤0.01% 4601
2023
Q2 		$1.62M Buy
75,789
+34,770
+85% +$722K ﹤0.01% 4552
2023
Q1 		$1M Buy
41,019
+3,144
+8% +$92.7K ﹤0.01% 4857
2022
Q4 		$1.2M Sell
37,875
-1,597
-4% -$51.3K ﹤0.01% 4757
2022
Q3 		$1.08M Sell
39,472
-2,946
-7% -$90.1K ﹤0.01% 4838
2022
Q2 		$1.26M Buy
42,418
+25,169
+146% +$761K ﹤0.01% 4870
2022
Q1 		$571K Sell
17,249
-4,955
-22% -$158K ﹤0.01% 5329
2021
Q4 		$719K Buy
22,204
+17,935
+420% +$574K ﹤0.01% 5316
2021
Q3 		$130K Sell
4,269
-19,452
-82% -$568K ﹤0.01% 6219
2021
Q2 		$683K Sell
23,721
-11,734
-33% -$361K ﹤0.01% 5323
2021
Q1 		$1.1M Buy
35,455
+1,765
+5% +$50.2K ﹤0.01% 4666
2020
Q4 		$825K Buy
33,690
+32,378
+2,468% +$739K ﹤0.01% 4772
2020
Q3 		$23K Sell
1,312
-3,227
-71% -$60.8K ﹤0.01% 6006
2020
Q2 		$91K Sell
4,539
-18,425
-80% -$356K ﹤0.01% 5450
2020
Q1 		$481K Sell
22,964
-20,162
-47% -$593K ﹤0.01% 4391
2019
Q4 		$1.56M Buy
43,126
+11,804
+38% +$394K ﹤0.01% 4225
2019
Q3 		$956K Buy
31,322
+22,124
+241% +$649K ﹤0.01% 4325
2019
Q2 		$257K Buy
9,198
+7,286
+381% +$206K ﹤0.01% 4922
2019
Q1 		$52K Sell
1,912
-21,322
-92% -$606K ﹤0.01% 5650
2018
Q4 		$576K Sell
23,234
-10,260
-31% -$301K ﹤0.01% 4696
2018
Q3 		$1.11M Buy
33,494
+4,213
+14% +$141K ﹤0.01% 4446
2018
Q2 		$989K Buy
29,281
+1,858
+7% +$61.7K ﹤0.01% 4640
2018
Q1 		$913K Sell
27,423
-1,422
-5% -$47K ﹤0.01% 4605
2017
Q4 		$967K Buy
28,845
+7,221
+33% +$255K ﹤0.01% 4566
2017
Q3 		$730K Buy
21,624
+11,533
+114% +$389K ﹤0.01% 4637
2017
Q2 		$342K Sell
10,091
-836
-8% -$29.1K ﹤0.01% 5028
2017
Q1 		$375K Sell
10,927
-13,098
-55% -$471K ﹤0.01% 5004
2016
Q4 		$903K Buy
24,025
+22,406
+1,384% +$746K ﹤0.01% 4543
2016
Q3 		$49K Buy
+1,619
New +$47.8K ﹤0.01% 5601
2016
Q2 		– Sell
-1,000
Closed -$27K – 6594
2016
Q1 		$27K Sell
1,000
-164
-14% -$4.47K ﹤0.01% 5828
2015
Q4 		$35K Buy
1,164
+137
+13% +$4.22K ﹤0.01% 5844
2015
Q3 		$30K Buy
1,027
+425
+71% +$13.1K ﹤0.01% 5913
2015
Q2 		$20K Sell
602
-214
-26% -$6.41K ﹤0.01% 6137
2015
Q1 		$23K Sell
816
-12,826
-94% -$366K ﹤0.01% 6011
2014
Q4 		$393K Sell
13,642
-11,556
-46% -$306K ﹤0.01% 4846
2014
Q3 		$580K Buy
25,198
+11,850
+89% +$281K ﹤0.01% 4468
2014
Q2 		$321K Buy
13,348
+7,205
+117% +$174K ﹤0.01% 4902
2014
Q1 		$155K Buy
6,143
+2,474
+67% +$62.8K ﹤0.01% 5237
2013
Q4 		$100K Buy
+3,669
New +$96.6K ﹤0.01% 5345

Other funds holding MOFG

IA
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

Morgan Stanley's MOFG Position: Q1 2026 in Review

Morgan Stanley sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 93,054 shares — an estimated $3.58M sold.

Morgan Stanley first reported a position in MOFG in Q4 2013 and held it in 48 quarters. The position peaked at $4.74M in Q4 2023. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Morgan Stanley reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Morgan Stanley sold 93,054 MidWestOne Financial Group shares in Q1 2026, an estimated $3.58M.
  • Morgan Stanley first reported a position in MidWestOne Financial Group in Q4 2013 and held it in 48 quarters.
  • Morgan Stanley's MidWestOne Financial Group position peaked at $4.74M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.