Stifel Financial’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 |
-72,812
| Closed | -$2.8M | – | 3706 |
|
|
2025
Q4 | $2.8M | Buy |
72,812
+11,077
| +18% | +$404K | ﹤0.01% | 1701 |
|
|
2025
Q3 | $1.75M | Buy |
61,735
+1,980
| +3% | +$57.7K | ﹤0.01% | 2003 |
|
|
2025
Q2 | $1.72M | Sell |
59,755
-5,113
| -8% | -$144K | ﹤0.01% | 1959 |
|
|
2025
Q1 | $1.92M | Sell |
64,868
-2,571
| -4% | -$77.6K | ﹤0.01% | 1785 |
|
|
2024
Q4 | $1.96M | Buy |
67,439
+345
| +0.5% | +$10.6K | ﹤0.01% | 1786 |
|
|
2024
Q3 | $1.91M | Sell |
67,094
-15,269
| -19% | -$414K | ﹤0.01% | 1801 |
|
|
2024
Q2 | $1.85M | Buy |
82,363
+9,062
| +12% | +$192K | ﹤0.01% | 1774 |
|
|
2024
Q1 | $1.72M | Buy |
73,301
+14,796
| +25% | +$355K | ﹤0.01% | 1829 |
|
|
2023
Q4 | $1.57M | Sell |
58,505
-1,268
| -2% | -$28.1K | ﹤0.01% | 1832 |
|
|
2023
Q3 | $1.22M | Buy |
59,773
+2,586
| +5% | +$56.7K | ﹤0.01% | 1912 |
|
|
2023
Q2 | $1.22M | Buy |
57,187
+23,681
| +71% | +$492K | ﹤0.01% | 1948 |
|
|
2023
Q1 | $818K | Buy |
33,506
+7,196
| +27% | +$212K | ﹤0.01% | 2190 |
|
|
2022
Q4 | $835K | Buy |
26,310
+4,004
| +18% | +$129K | ﹤0.01% | 2136 |
|
|
2022
Q3 | $609K | Buy |
22,306
+3,165
| +17% | +$96.8K | ﹤0.01% | 2320 |
|
|
2022
Q2 | $569K | Buy |
19,141
+3,053
| +19% | +$92.3K | ﹤0.01% | 2397 |
|
|
2022
Q1 | $533K | Buy |
16,088
+1,472
| +10% | +$47.1K | ﹤0.01% | 2541 |
|
|
2021
Q4 | $473K | Buy |
14,616
+3,258
| +29% | +$104K | ﹤0.01% | 2621 |
|
|
2021
Q3 | $343K | Buy |
11,358
+3,708
| +48% | +$108K | ﹤0.01% | 2813 |
|
|
2021
Q2 | $220K | Buy |
+7,650
| New | +$235K | ﹤0.01% | 3095 |
|
|
2018
Q1 | – | Sell |
-70,000
| Closed | -$2.34M | – | 2751 |
|
|
2017
Q4 | $2.34M | Buy |
+70,000
| New | +$2.47M | 0.01% | 1079 |
|
|
2017
Q2 | – | Sell |
-8,874
| Closed | -$304K | – | 2599 |
|
|
2017
Q1 | $304K | Buy |
+8,874
| New | +$319K | ﹤0.01% | 2081 |
|
Other funds holding MOFG
Stifel Financial's MOFG Position: Q1 2026 in Review
Stifel Financial sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 72,812 shares — an estimated $2.8M sold.
Stifel Financial first reported a position in MOFG in Q1 2017 and held it in 21 quarters. The position peaked at $2.8M in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.
- Stifel Financial reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
- Stifel Financial sold 72,812 MidWestOne Financial Group shares in Q1 2026, an estimated $2.8M.
- Stifel Financial first reported a position in MidWestOne Financial Group in Q1 2017 and held it in 21 quarters.
- Stifel Financial's MidWestOne Financial Group position peaked at $2.8M in Q4 2025.
- 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.