NRCM
MOFG

North Reef Capital Management’s MidWestOne Financial Group MOFG Stock Holding History

North Reef Capital 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
2024
Q4 		– Sell
-24,746
Closed -$706K – 49
2024
Q3 		$706K Buy
+24,746
New +$671K 0.03% 48

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

North Reef Capital Management's MOFG Position: Q4 2024 in Review

North Reef Capital Management sold out of MidWestOne Financial Group (MOFG) in Q4 2024, closing a stake of 24,746 shares — an estimated $706K sold.

North Reef Capital Management first reported a position in MOFG in Q3 2024 and held it in 1 quarter. The position peaked at $706K in Q3 2024. 118 funds tracked by Wall St. Rank hold MOFG as of Q4 2024.

  • North Reef Capital Management reported no remaining MidWestOne Financial Group position as of Q4 2024 after selling out during the quarter.
  • North Reef Capital Management sold 24,746 MidWestOne Financial Group shares in Q4 2024, an estimated $706K.
  • North Reef Capital Management first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 1 quarter.
  • North Reef Capital Management's MidWestOne Financial Group position peaked at $706K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2024.

Based on North Reef Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.