PH
MOFG

Pinnacle Holdings’s MidWestOne Financial Group MOFG Stock Holding History

Pinnacle 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
-76,223
Closed -$2.93M – 246
2025
Q4 		$2.93M Sell
76,223
-520
-0.7% -$19K 0.99% 31
2025
Q3 		$2.17M Sell
76,743
-85
-0.1% -$2.48K 0.76% 46
2025
Q2 		$2.21M Buy
76,828
+193
+0.3% +$5.45K 0.8% 48
2025
Q1 		$2.27M Sell
76,635
-353
-0.5% -$10.7K 0.86% 40
2024
Q4 		$2.24M Sell
76,988
-1,120
-1% -$34.3K 0.85% 37
2024
Q3 		$2.23M Sell
78,108
-3,713
-5% -$101K 0.87% 36
2024
Q2 		$1.84M Buy
81,821
+2,806
+4% +$59.4K 0.75% 48
2024
Q1 		$1.85M Buy
79,015
+6,600
+9% +$158K 0.74% 49
2023
Q4 		$1.95M Hold
72,415
– – 0.8% 39
2023
Q3 		$1.47M Sell
72,415
-3,340
-4% -$73.3K 0.69% 57
2023
Q2 		$1.62M Buy
75,755
+1,246
+2% +$25.9K 0.72% 52
2023
Q1 		$1.82M Buy
74,509
+2,485
+3% +$73.3K 0.84% 42
2022
Q4 		$2.29M Sell
72,024
-1,251
-2% -$40.2K 1.02% 27
2022
Q3 		$2M Sell
73,275
-676
-0.9% -$20.7K 0.94% 29
2022
Q2 		$2.2M Buy
73,951
+8,895
+14% +$269K 1.01% 27
2022
Q1 		$2.15M Sell
65,056
-196
-0.3% -$6.27K 0.85% 35
2021
Q4 		$2.11M Sell
65,252
-40
-0.1% -$1.28K 0.89% 32
2021
Q3 		$1.97M Buy
65,292
+5,407
+9% +$158K 0.86% 35
2021
Q2 		$1.72M Sell
59,885
-1,019
-2% -$31.3K 0.79% 49
2021
Q1 		$1.89M Hold
60,904
– – 0.87% 33
2020
Q4 		$1.49M Buy
60,904
+45,745
+302% +$1.04M 0.79% 45
2020
Q3 		$271K Buy
15,159
+1,120
+8% +$21.1K 0.16% 133
2020
Q2 		$281K Hold
14,039
– – 0.13% 129
2020
Q1 		$294K Sell
14,039
-905
-6% -$26.6K 0.17% 118
2019
Q4 		$541K Hold
14,944
– – 0.2% 124
2019
Q3 		$456K Buy
14,944
+4,645
+45% +$136K 0.17% 130
2019
Q2 		$288K Hold
10,299
– – 0.11% 142
2019
Q1 		$281K Hold
10,299
– – 0.11% 145
2018
Q4 		$256K Buy
10,299
+70
+0.7% +$2.05K 0.11% 148
2018
Q3 		$341K Hold
10,229
– – 0.12% 143
2018
Q2 		$346K Hold
10,229
– – 0.12% 145
2018
Q1 		$341K Hold
10,229
– – 0.13% 146
2017
Q4 		$343K Hold
10,229
– – 0.12% 148
2017
Q3 		$345K Hold
10,229
– – 0.13% 148
2017
Q2 		$347K Hold
10,229
– – 0.13% 144
2017
Q1 		$351K Sell
10,229
-735
-7% -$26.5K 0.14% 142
2016
Q4 		$412K Hold
10,964
– – 0.16% 143
2016
Q3 		$333K Hold
10,964
– – 0.13% 146
2016
Q2 		$313K Buy
10,964
+335
+3% +$9.42K 0.13% 143
2016
Q1 		$292K Buy
10,629
+1,930
+22% +$52.6K 0.14% 143
2015
Q4 		$265K Hold
8,699
– – 0.12% 144
2015
Q3 		$255K Hold
8,699
– – 0.11% 147
2015
Q2 		$286K Hold
8,699
– – 0.1% 151
2015
Q1 		$251K Sell
8,699
-205
-2% -$5.85K 0.09% 156
2014
Q4 		$257K Sell
8,904
-630
-7% -$16.7K 0.08% 155
2014
Q3 		$219K Hold
9,534
– – 0.06% 160
2014
Q2 		$229K Buy
9,534
+590
+7% +$14.3K 0.06% 159
2014
Q1 		$226K Buy
8,944
+930
+12% +$23.6K 0.06% 154
2013
Q4 		$218K Hold
8,014
– – 0.06% 146
2013
Q3 		$206K Sell
8,014
-365
-4% -$9.36K 0.07% 146
2013
Q2 		$202K Buy
+8,379
New +$199K 0.06% 149

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

Pinnacle Holdings's MOFG Position: Q1 2026 in Review

Pinnacle Holdings sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 76,223 shares — an estimated $2.93M sold.

Pinnacle Holdings first reported a position in MOFG in Q2 2013 and held it in 51 quarters. The position peaked at $2.93M in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Pinnacle Holdings reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Holdings sold 76,223 MidWestOne Financial Group shares in Q1 2026, an estimated $2.93M.
  • Pinnacle Holdings first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 51 quarters.
  • Pinnacle Holdings's MidWestOne Financial Group position peaked at $2.93M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.