RIL
MOFG

Rothschild Investment LLC’s MidWestOne Financial Group MOFG Stock Holding History

Rothschild Investment LLC’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
-35
Closed -$1.35K – 3651
2025
Q4 		$1.35K Hold
35
– – ﹤0.01% 2558
2025
Q3 		$990 Sell
35
-30
-46% -$875 ﹤0.01% 2579
2025
Q2 		$1.87K Buy
65
+15
+30% +$423 ﹤0.01% 2129
2025
Q1 		$1.48K Buy
50
+25
+100% +$755 ﹤0.01% 2090
2024
Q4 		$728 Buy
+25
New +$765 ﹤0.01% 2391

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

Rothschild Investment LLC's MOFG Position: Q1 2026 in Review

Rothschild Investment LLC sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 35 shares — an estimated $1.35K sold.

Rothschild Investment LLC first reported a position in MOFG in Q4 2024 and held it in 5 quarters. The position peaked at $1.87K in Q2 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Rothschild Investment LLC reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 35 MidWestOne Financial Group shares in Q1 2026, an estimated $1.35K.
  • Rothschild Investment LLC first reported a position in MidWestOne Financial Group in Q4 2024 and held it in 5 quarters.
  • Rothschild Investment LLC's MidWestOne Financial Group position peaked at $1.87K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.