Northwestern Mutual Wealth Management
MOFG

Northwestern Mutual Wealth Management’s MidWestOne Financial Group MOFG Stock Holding History

Northwestern Mutual Wealth 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
-2,568
Closed -$98.9K – 4345
2025
Q4 		$98.9K Sell
2,568
-127
-5% -$4.63K ﹤0.01% 2142
2025
Q3 		$76.2K Sell
2,695
-720
-21% -$21K ﹤0.01% 2164
2025
Q2 		$98.3K Buy
+3,415
New +$96.4K ﹤0.01% 2001
2019
Q1 		– Sell
-1
Closed – – 2636
2018
Q4 		$0 Sell
1
-578
-100% -$16.9K ﹤0.01% 2551
2018
Q3 		$19K Buy
579
+4
+0.7% +$134 ﹤0.01% 1681
2018
Q2 		$19K Buy
575
+3
+0.5% +$100 ﹤0.01% 1618
2018
Q1 		$19K Buy
572
+3
+0.5% +$99 ﹤0.01% 1559
2017
Q4 		$19K Buy
569
+3
+0.5% +$106 ﹤0.01% 1516
2017
Q3 		$19K Buy
566
+3
+0.5% +$101 ﹤0.01% 1483
2017
Q2 		$19K Buy
563
+3
+0.5% +$104 ﹤0.01% 1413
2017
Q1 		$19K Buy
560
+2
+0.4% +$72 ﹤0.01% 1358
2016
Q4 		$21K Buy
+558
New +$18.6K ﹤0.01% 1346
2016
Q3 		– Sell
-59
Closed -$2K – 1005
2016
Q2 		$2K Buy
+59
New +$1.66K ﹤0.01% 1845

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

Northwestern Mutual Wealth Management's MOFG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 2,568 shares — an estimated $98.9K sold.

Northwestern Mutual Wealth Management first reported a position in MOFG in Q2 2016 and held it in 13 quarters. The position peaked at $98.9K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,568 MidWestOne Financial Group shares in Q1 2026, an estimated $98.9K.
  • Northwestern Mutual Wealth Management first reported a position in MidWestOne Financial Group in Q2 2016 and held it in 13 quarters.
  • Northwestern Mutual Wealth Management's MidWestOne Financial Group position peaked at $98.9K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.