SEI Investments’s MidWestOne Financial Group MOFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-12,812
| Closed | -$493K | – | 3294 |
|
|
2025
Q4 | $493K | Sell |
12,812
-2,492
| -16% | -$90.9K | ﹤0.01% | 2511 |
|
|
2025
Q3 | $433K | Sell |
15,304
-6,127
| -29% | -$179K | ﹤0.01% | 2305 |
|
|
2025
Q2 | $617K | Sell |
21,431
-1,952
| -8% | -$55.1K | ﹤0.01% | 2098 |
|
|
2025
Q1 | $692K | Buy |
23,383
+3,711
| +19% | +$112K | ﹤0.01% | 2028 |
|
|
2024
Q4 | $573K | Buy |
19,672
+2,023
| +11% | +$61.9K | ﹤0.01% | 2141 |
|
|
2024
Q3 | $504K | Buy |
+17,649
| New | +$479K | ﹤0.01% | 2181 |
|
|
2022
Q3 | – | Sell |
-17,765
| Closed | -$528K | – | 2698 |
|
|
2022
Q2 | $528K | Sell |
17,765
-200
| -1% | -$6.05K | ﹤0.01% | 2077 |
|
|
2022
Q1 | $595K | Sell |
17,965
-3,700
| -17% | -$118K | ﹤0.01% | 2013 |
|
|
2021
Q4 | $701K | Buy |
21,665
+11,672
| +117% | +$373K | ﹤0.01% | 1978 |
|
|
2021
Q3 | $301K | Hold |
9,993
| – | – | ﹤0.01% | 2309 |
|
|
2021
Q2 | $287K | Hold |
9,993
| – | – | ﹤0.01% | 2329 |
|
|
2021
Q1 | $309K | Hold |
9,993
| – | – | ﹤0.01% | 2233 |
|
|
2020
Q4 | $245K | Sell |
9,993
-1,200
| -11% | -$27.4K | ﹤0.01% | 2296 |
|
|
2020
Q3 | $200K | Hold |
11,193
| – | – | ﹤0.01% | 2249 |
|
|
2020
Q2 | $224K | Buy |
+11,193
| New | +$216K | ﹤0.01% | 2196 |
|
|
2020
Q1 | – | Sell |
-6,393
| Closed | -$232K | – | 2405 |
|
|
2019
Q4 | $232K | Buy |
+6,393
| New | +$214K | ﹤0.01% | 2234 |
|
|
2019
Q2 | – | Sell |
-4,639
| Closed | -$126K | – | 2628 |
|
|
2019
Q1 | $126K | Buy |
+4,639
| New | +$132K | ﹤0.01% | 2427 |
|
|
2018
Q3 | – | Sell |
-11,528
| Closed | -$390K | – | 3071 |
|
|
2018
Q2 | $390K | Buy |
11,528
+8
| +0.1% | +$266 | ﹤0.01% | 1870 |
|
|
2018
Q1 | $384K | Buy |
11,520
+7
| +0.1% | +$231 | ﹤0.01% | 1694 |
|
|
2017
Q4 | $386K | Hold |
11,513
| – | – | ﹤0.01% | 1737 |
|
|
2017
Q3 | $388K | Buy |
11,513
+10
| +0.1% | +$337 | ﹤0.01% | 1703 |
|
|
2017
Q2 | $390K | Hold |
11,503
| – | – | ﹤0.01% | 1698 |
|
|
2017
Q1 | $394K | Sell |
11,503
-190
| -2% | -$6.84K | ﹤0.01% | 1636 |
|
|
2016
Q4 | $440K | Hold |
11,693
| – | – | ﹤0.01% | 1615 |
|
|
2016
Q3 | $355K | Buy |
+11,693
| New | +$345K | ﹤0.01% | 1539 |
|
Other funds holding MOFG
SEI Investments's MOFG Position: Q1 2026 in Review
SEI Investments sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 12,812 shares — an estimated $493K sold.
SEI Investments first reported a position in MOFG in Q3 2016 and held it in 25 quarters. The position peaked at $701K in Q4 2021. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.
- SEI Investments reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
- SEI Investments sold 12,812 MidWestOne Financial Group shares in Q1 2026, an estimated $493K.
- SEI Investments first reported a position in MidWestOne Financial Group in Q3 2016 and held it in 25 quarters.
- SEI Investments's MidWestOne Financial Group position peaked at $701K in Q4 2021.
- 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.
Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.