Private Wealth Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

Private Wealth 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
2026 Q1	–	Sell	-300	Closed	-$11.6K	–	1062
2025 Q4	$11.6K	Hold	300	–	–	﹤0.01%	646
2025 Q3	$8.49K	Hold	300	–	–	﹤0.01%	679
2025 Q2	$8.63K	Hold	300	–	–	﹤0.01%	689
2025 Q1	$8.88K	Buy	+300	New	+$9.06K	﹤0.01%	645

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

Private Wealth Asset Management's MOFG Position: Q1 2026 in Review

Private Wealth Asset Management sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 300 shares — an estimated $11.6K sold.

Private Wealth Asset Management first reported a position in MOFG in Q1 2025 and held it in 4 quarters. The position peaked at $11.6K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

Private Wealth Asset Management reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
Private Wealth Asset Management sold 300 MidWestOne Financial Group shares in Q1 2026, an estimated $11.6K.
Private Wealth Asset Management first reported a position in MidWestOne Financial Group in Q1 2025 and held it in 4 quarters.
Private Wealth Asset Management's MidWestOne Financial Group position peaked at $11.6K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.