RWM
MOFG

RMG Wealth Management’s MidWestOne Financial Group MOFG Stock Holding History

RMG Wealth 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
2025
Q3 		– Sell
-200
Closed -$5.98K – 346
2025
Q2 		$5.98K Buy
+200
New +$5.65K ﹤0.01% 250

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 $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RMG Wealth Management's MOFG Position: Q3 2025 in Review

RMG Wealth Management sold out of MidWestOne Financial Group (MOFG) in Q3 2025, closing a stake of 200 shares — an estimated $5.98K sold.

RMG Wealth Management first reported a position in MOFG in Q2 2025 and held it in 1 quarter. The position peaked at $5.98K in Q2 2025. 123 funds tracked by Wall St. Rank hold MOFG as of Q3 2025.

  • RMG Wealth Management reported no remaining MidWestOne Financial Group position as of Q3 2025 after selling out during the quarter.
  • RMG Wealth Management sold 200 MidWestOne Financial Group shares in Q3 2025, an estimated $5.98K.
  • RMG Wealth Management first reported a position in MidWestOne Financial Group in Q2 2025 and held it in 1 quarter.
  • RMG Wealth Management's MidWestOne Financial Group position peaked at $5.98K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2025.

Based on RMG Wealth Management's 13F filing for Q3 2025, filed 30 Oct 2025.