PMAM
MOFG

Picton Mahoney Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

Picton Mahoney 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
2024
Q4 		– Sell
-730
Closed -$21K – 899
2024
Q3 		$21K Buy
730
+293
+67% +$7.95K ﹤0.01% 450
2024
Q2 		$10K Buy
+437
New +$9.26K ﹤0.01% 435

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Picton Mahoney Asset Management's MOFG Position: Q4 2024 in Review

Picton Mahoney Asset Management sold out of MidWestOne Financial Group (MOFG) in Q4 2024, closing a stake of 730 shares — an estimated $21K sold.

Picton Mahoney Asset Management first reported a position in MOFG in Q2 2024 and held it in 2 quarters. The position peaked at $21K in Q3 2024. 118 funds tracked by Wall St. Rank hold MOFG as of Q4 2024.

  • Picton Mahoney Asset Management reported no remaining MidWestOne Financial Group position as of Q4 2024 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 730 MidWestOne Financial Group shares in Q4 2024, an estimated $21K.
  • Picton Mahoney Asset Management first reported a position in MidWestOne Financial Group in Q2 2024 and held it in 2 quarters.
  • Picton Mahoney Asset Management's MidWestOne Financial Group position peaked at $21K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.