Pinnacle Wealth Planning Services’s MidWestOne Financial Group MOFG Stock Holding History

Pinnacle Wealth Planning Services’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	-315	Closed	-$12.1K	–	2816
2025 Q4	$12.1K	Buy	+315	New	+$11.5K	﹤0.01%	1937
2021 Q1	–	Sell	-283	Closed	-$7K	–	1320
2020 Q4	$7K	Buy	+283	New	+$6.46K	﹤0.01%	1536

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

Pinnacle Wealth Planning Services's MOFG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 315 shares — an estimated $12.1K sold.

Pinnacle Wealth Planning Services first reported a position in MOFG in Q4 2020 and held it in 2 quarters. The position peaked at $12.1K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 315 MidWestOne Financial Group shares in Q1 2026, an estimated $12.1K.
Pinnacle Wealth Planning Services first reported a position in MidWestOne Financial Group in Q4 2020 and held it in 2 quarters.
Pinnacle Wealth Planning Services's MidWestOne Financial Group position peaked at $12.1K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.