R Squared’s MidWestOne Financial Group MOFG Stock Holding History

R Squared’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
2025 Q1	–	Sell	-520	Closed	-$15.1K	–	1020
2024 Q4	$15.1K	Buy	+520	New	+$15.9K	0.01%	1007

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

R Squared's MOFG Position: Q1 2025 in Review

R Squared sold out of MidWestOne Financial Group (MOFG) in Q1 2025, closing a stake of 520 shares — an estimated $15.1K sold.

R Squared first reported a position in MOFG in Q4 2024 and held it in 1 quarter. The position peaked at $15.1K in Q4 2024. 115 funds tracked by Wall St. Rank hold MOFG as of Q1 2025.

R Squared reported no remaining MidWestOne Financial Group position as of Q1 2025 after selling out during the quarter.
R Squared sold 520 MidWestOne Financial Group shares in Q1 2025, an estimated $15.1K.
R Squared first reported a position in MidWestOne Financial Group in Q4 2024 and held it in 1 quarter.
R Squared's MidWestOne Financial Group position peaked at $15.1K in Q4 2024.
115 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.