NAS
MOFG

Nicolet Advisory Services’s MidWestOne Financial Group MOFG Stock Holding History

Nicolet Advisory Services’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 		$618K Buy
+15,496
New +$565K 0.04% 203

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

Nicolet Advisory Services's MOFG Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in MidWestOne Financial Group (MOFG) in Q4 2025: 15,496 shares worth $618K. The stake represents 0.04% of the portfolio and ranks #203 among its holdings.

144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

  • Nicolet Advisory Services held 15,496 shares of MidWestOne Financial Group worth $618K as of Q4 2025.
  • MidWestOne Financial Group was a new Nicolet Advisory Services position in Q4 2025.
  • MidWestOne Financial Group made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #203 holding.
  • 144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.