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MOFG

NewEdge Advisors’s MidWestOne Financial Group MOFG Stock Holding History

NewEdge Advisors’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 		– Sell
-848
Closed -$24K – 4332
2025
Q3 		$24K Hold
848
– – ﹤0.01% 3068
2025
Q2 		$24.4K Hold
848
– – ﹤0.01% 2878
2025
Q1 		$25.1K Hold
848
– – ﹤0.01% 2781
2024
Q4 		$24.7K Sell
848
-441
-34% -$13.5K ﹤0.01% 2752
2024
Q3 		$36.8K Buy
1,289
+441
+52% +$12K ﹤0.01% 2530
2024
Q2 		$19.1K Buy
848
+498
+142% +$10.5K ﹤0.01% 2640
2024
Q1 		$8.2K Hold
350
– – ﹤0.01% 2959
2023
Q4 		$9.42K Hold
350
– – ﹤0.01% 2878
2023
Q3 		$7.12K Hold
350
– – ﹤0.01% 2693
2023
Q2 		$7.48K Hold
350
– – ﹤0.01% 2690
2023
Q1 		$8.55K Hold
350
– – ﹤0.01% 2614
2022
Q4 		$11 Buy
+350
New +$11.3K ﹤0.01% 3696

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 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
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

NewEdge Advisors's MOFG Position: Q4 2025 in Review

NewEdge Advisors sold out of MidWestOne Financial Group (MOFG) in Q4 2025, closing a stake of 848 shares — an estimated $24K sold.

NewEdge Advisors first reported a position in MOFG in Q4 2022 and held it in 12 quarters. The position peaked at $36.8K in Q3 2024. 144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

  • NewEdge Advisors reported no remaining MidWestOne Financial Group position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 848 MidWestOne Financial Group shares in Q4 2025, an estimated $24K.
  • NewEdge Advisors first reported a position in MidWestOne Financial Group in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's MidWestOne Financial Group position peaked at $36.8K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.