UBS AM
MOFG

UBS AM’s MidWestOne Financial Group MOFG Stock Holding History

UBS AM’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
-510
Closed -$19.6K – 3839
2025
Q4 		$19.6K Buy
+510
New +$18.6K ﹤0.01% 2738
2024
Q2 		– Sell
-9,164
Closed -$215K – 2854
2024
Q1 		$215K Hold
9,164
– – ﹤0.01% 2451
2023
Q4 		$247K Buy
+9,164
New +$203K ﹤0.01% 2461
2023
Q3 		– Sell
-9,164
Closed -$224K – 2653
2023
Q2 		$224K Hold
9,164
– – ﹤0.01% 2548
2023
Q1 		$224K Hold
9,164
– – ﹤0.01% 2548
2022
Q4 		$291K Buy
+9,164
New +$295K ﹤0.01% 2341
2021
Q2 		– Sell
-8,332
Closed -$258K – 2771
2021
Q1 		$258K Hold
8,332
– – ﹤0.01% 2515
2020
Q4 		$204K Buy
+8,332
New +$190K ﹤0.01% 2500

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

UBS AM's MOFG Position: Q1 2026 in Review

UBS AM sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 510 shares — an estimated $19.6K sold.

UBS AM first reported a position in MOFG in Q4 2020 and held it in 8 quarters. The position peaked at $291K in Q4 2022. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • UBS AM reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • UBS AM sold 510 MidWestOne Financial Group shares in Q1 2026, an estimated $19.6K.
  • UBS AM first reported a position in MidWestOne Financial Group in Q4 2020 and held it in 8 quarters.
  • UBS AM's MidWestOne Financial Group position peaked at $291K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.