True Wealth Design’s MidWestOne Financial Group MOFG Stock Holding History

True Wealth Design’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	-26	Closed	-$1K	–	2792
2025 Q4	$1K	Hold	26	–	–	﹤0.01%	1702
2025 Q3	$736	Hold	26	–	–	﹤0.01%	1866
2025 Q2	$749	Buy	+26	New	+$734	﹤0.01%	1583

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

True Wealth Design's MOFG Position: Q1 2026 in Review

True Wealth Design sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 26 shares — an estimated $1K sold.

True Wealth Design first reported a position in MOFG in Q2 2025 and held it in 3 quarters. The position peaked at $1K in Q4 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

True Wealth Design reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 26 MidWestOne Financial Group shares in Q1 2026, an estimated $1K.
True Wealth Design first reported a position in MidWestOne Financial Group in Q2 2025 and held it in 3 quarters.
True Wealth Design's MidWestOne Financial Group position peaked at $1K in Q4 2025.
2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.