Raymond James Financial
MOFG

Raymond James Financial’s MidWestOne Financial Group MOFG Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-39,629
Closed -$1.14M – 6038
2025
Q2 		$1.14M Buy
39,629
+5,428
+16% +$153K ﹤0.01% 3489
2025
Q1 		$1.01M Sell
34,201
-216
-0.6% -$6.52K ﹤0.01% 3483
2024
Q4 		$1M Buy
+34,417
New +$1.05M ﹤0.01% 3448

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's MOFG Position: Q3 2025 in Review

Raymond James Financial sold out of MidWestOne Financial Group (MOFG) in Q3 2025, closing a stake of 39,629 shares — an estimated $1.14M sold.

Raymond James Financial first reported a position in MOFG in Q4 2024 and held it in 3 quarters. The position peaked at $1.14M in Q2 2025. 123 funds tracked by Wall St. Rank hold MOFG as of Q3 2025.

  • Raymond James Financial reported no remaining MidWestOne Financial Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 39,629 MidWestOne Financial Group shares in Q3 2025, an estimated $1.14M.
  • Raymond James Financial first reported a position in MidWestOne Financial Group in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's MidWestOne Financial Group position peaked at $1.14M in Q2 2025.
  • 123 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.