PenderFund Capital Management’s MidWestOne Financial Group MOFG Stock Holding History

PenderFund 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
2026 Q1	–	Sell	-3,305	Closed	-$127K	–	284
2025 Q4	$127K	Buy	+3,305	New	+$120K	0.02%	147

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

PenderFund Capital Management's MOFG Position: Q1 2026 in Review

PenderFund Capital Management sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 3,305 shares — an estimated $127K sold.

PenderFund Capital Management first reported a position in MOFG in Q4 2025 and held it in 1 quarter. The position peaked at $127K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

PenderFund Capital Management reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
PenderFund Capital Management sold 3,305 MidWestOne Financial Group shares in Q1 2026, an estimated $127K.
PenderFund Capital Management first reported a position in MidWestOne Financial Group in Q4 2025 and held it in 1 quarter.
PenderFund Capital Management's MidWestOne Financial Group position peaked at $127K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

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