Osaic Holdings’s MidWestOne Financial Group MOFG Stock Holding History

Osaic Holdings’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	-228	Closed	-$8.78K	–	7969
2025 Q4	$8.78K	Buy	228 +12	+6%	+$437	﹤0.01%	6421
2025 Q3	$6.11K	Buy	216 +6	+3%	+$175	﹤0.01%	6640
2025 Q2	$6.04K	Buy	+210	New	+$5.93K	﹤0.01%	6435
2023 Q3	–	Sell	-13	Closed	-$278	–	7478
2023 Q2	$278	Buy	+13	New	+$270	﹤0.01%	7153
2022 Q4	–	Sell	-52	Closed	-$1K	–	7345
2022 Q3	$1K	Hold	52	–	–	﹤0.01%	7019
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	6901
2022 Q1	$2K	Buy	+52	New	+$1.66K	﹤0.01%	6895

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

Osaic Holdings's MOFG Position: Q1 2026 in Review

Osaic Holdings sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 228 shares — an estimated $8.78K sold.

Osaic Holdings first reported a position in MOFG in Q1 2022 and held it in 7 quarters. The position peaked at $8.78K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Osaic Holdings reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Osaic Holdings sold 228 MidWestOne Financial Group shares in Q1 2026, an estimated $8.78K.
Osaic Holdings first reported a position in MidWestOne Financial Group in Q1 2022 and held it in 7 quarters.
Osaic Holdings's MidWestOne Financial Group position peaked at $8.78K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.