New York Life Investment Management’s MidWestOne Financial Group MOFG Stock Holding History

New York Life Investment 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
2026 Q1	–	Sell	-24,156	Closed	-$930K	–	807
2025 Q4	$930K	Buy	+24,156	New	+$881K	0.01%	624
2024 Q1	–	Sell	-14,253	Closed	-$384K	–	1452
2023 Q4	$384K	Sell	14,253 -327	-2%	-$7.25K	﹤0.01%	1033
2023 Q3	$296K	Sell	14,580 -2,297	-14%	-$50.4K	﹤0.01%	1163
2023 Q2	$361K	Sell	16,877 -2,701	-14%	-$56.1K	﹤0.01%	1139
2023 Q1	$478K	Buy	+19,578	New	+$578K	0.01%	940

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

New York Life Investment Management's MOFG Position: Q1 2026 in Review

New York Life Investment Management sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 24,156 shares — an estimated $930K sold.

New York Life Investment Management first reported a position in MOFG in Q1 2023 and held it in 5 quarters. The position peaked at $930K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

New York Life Investment Management reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
New York Life Investment Management sold 24,156 MidWestOne Financial Group shares in Q1 2026, an estimated $930K.
New York Life Investment Management first reported a position in MidWestOne Financial Group in Q1 2023 and held it in 5 quarters.
New York Life Investment Management's MidWestOne Financial Group position peaked at $930K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.