Physician Wealth Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Physician Wealth Advisors’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	-28	Closed	-$1.08K	–	2179
2025 Q4	$1.08K	Buy	+28	New	+$1.02K	﹤0.01%	1581

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

Physician Wealth Advisors's MOFG Position: Q1 2026 in Review

Physician Wealth Advisors sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 28 shares — an estimated $1.08K sold.

Physician Wealth Advisors first reported a position in MOFG in Q4 2025 and held it in 1 quarter. The position peaked at $1.08K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Physician Wealth Advisors reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 28 MidWestOne Financial Group shares in Q1 2026, an estimated $1.08K.
Physician Wealth Advisors first reported a position in MidWestOne Financial Group in Q4 2025 and held it in 1 quarter.
Physician Wealth Advisors's MidWestOne Financial Group position peaked at $1.08K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.