RA
MOFG

Rise Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Rise Advisors’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
Q4 		– Sell
-646
Closed -$18.3K – 929
2025
Q3 		$18.3K Hold
646
– – 0.01% 635
2025
Q2 		$18.6K Hold
646
– – 0.01% 581
2025
Q1 		$19.1K Buy
+646
New +$19.5K 0.01% 521

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 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
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rise Advisors's MOFG Position: Q4 2025 in Review

Rise Advisors sold out of MidWestOne Financial Group (MOFG) in Q4 2025, closing a stake of 646 shares — an estimated $18.3K sold.

Rise Advisors first reported a position in MOFG in Q1 2025 and held it in 3 quarters. The position peaked at $19.1K in Q1 2025. 144 funds tracked by Wall St. Rank hold MOFG as of Q4 2025.

  • Rise Advisors reported no remaining MidWestOne Financial Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 646 MidWestOne Financial Group shares in Q4 2025, an estimated $18.3K.
  • Rise Advisors first reported a position in MidWestOne Financial Group in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's MidWestOne Financial Group position peaked at $19.1K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.