OAM
MOFG

Oxford Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

Oxford Asset 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
-15,941
Closed -$614K – 656
2025
Q4 		$614K Buy
+15,941
New +$581K 0.22% 153
2020
Q1 		– Sell
-18,520
Closed -$671K – 857
2019
Q4 		$671K Sell
18,520
-9,539
-34% -$319K 0.02% 1079
2019
Q3 		$856K Buy
28,059
+7,054
+34% +$207K 0.02% 1018
2019
Q2 		$587K Buy
21,005
+3,609
+21% +$102K 0.01% 1203
2019
Q1 		$474K Buy
17,396
+9,241
+113% +$263K 0.01% 1240
2018
Q4 		$202K Sell
8,155
-4,516
-36% -$132K 0.01% 1533
2018
Q3 		$422K Buy
12,671
+283
+2% +$9.49K 0.01% 1371
2018
Q2 		$419K Sell
12,388
-12,079
-49% -$401K 0.01% 1405
2018
Q1 		$815K Buy
24,467
+4,124
+20% +$136K 0.02% 1029
2017
Q4 		$691K Sell
20,343
-985
-5% -$34.8K 0.01% 1082
2017
Q3 		$726K Buy
21,328
+3,026
+17% +$102K 0.01% 1075
2017
Q2 		$620K Buy
+18,302
New +$636K 0.01% 1045

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

Oxford Asset Management's MOFG Position: Q1 2026 in Review

Oxford Asset Management sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 15,941 shares — an estimated $614K sold.

Oxford Asset Management first reported a position in MOFG in Q2 2017 and held it in 12 quarters. The position peaked at $856K in Q3 2019. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Oxford Asset Management reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Oxford Asset Management sold 15,941 MidWestOne Financial Group shares in Q1 2026, an estimated $614K.
  • Oxford Asset Management first reported a position in MidWestOne Financial Group in Q2 2017 and held it in 12 quarters.
  • Oxford Asset Management's MidWestOne Financial Group position peaked at $856K in Q3 2019.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Oxford Asset Management's 13F filing for Q1 2026, filed 15 May 2026.