TD Private Client Wealth’s MidWestOne Financial Group MOFG Stock Holding History

TD Private Client Wealth’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	-4	Closed	-$154	–	1713
2025 Q4	$154	Buy	+4	New	+$146	﹤0.01%	1564

Other funds holding MOFG

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

TD Private Client Wealth's MOFG Position: Q1 2026 in Review

TD Private Client Wealth sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 4 shares — an estimated $154 sold.

TD Private Client Wealth first reported a position in MOFG in Q4 2025 and held it in 1 quarter. The position peaked at $154 in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

TD Private Client Wealth reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
TD Private Client Wealth sold 4 MidWestOne Financial Group shares in Q1 2026, an estimated $154.
TD Private Client Wealth first reported a position in MidWestOne Financial Group in Q4 2025 and held it in 1 quarter.
TD Private Client Wealth's MidWestOne Financial Group position peaked at $154 in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.