Rafferty Asset Management
MOFG

Rafferty Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

Rafferty 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
-16,380
Closed -$631K – 1116
2025
Q4 		$631K Sell
16,380
-4,044
-20% -$147K ﹤0.01% 877
2025
Q3 		$578K Buy
20,424
+5,335
+35% +$156K ﹤0.01% 883
2025
Q2 		$434K Buy
+15,089
New +$426K ﹤0.01% 912

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

Rafferty Asset Management's MOFG Position: Q1 2026 in Review

Rafferty Asset Management sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 16,380 shares — an estimated $631K sold.

Rafferty Asset Management first reported a position in MOFG in Q2 2025 and held it in 3 quarters. The position peaked at $631K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Rafferty Asset Management reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Rafferty Asset Management sold 16,380 MidWestOne Financial Group shares in Q1 2026, an estimated $631K.
  • Rafferty Asset Management first reported a position in MidWestOne Financial Group in Q2 2025 and held it in 3 quarters.
  • Rafferty Asset Management's MidWestOne Financial Group position peaked at $631K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.