UBS Group
MOFG

UBS Group’s MidWestOne Financial Group MOFG Stock Holding History

UBS Group’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
-30,965
Closed -$1.19M – 10923
2025
Q4 		$1.19M Sell
30,965
-70,659
-70% -$2.58M ﹤0.01% 5426
2025
Q3 		$2.87M Buy
101,624
+37,199
+58% +$1.08M ﹤0.01% 4619
2025
Q2 		$1.85M Buy
64,425
+2,879
+5% +$81.3K ﹤0.01% 4903
2025
Q1 		$1.82M Buy
61,546
+36,630
+147% +$1.11M ﹤0.01% 4789
2024
Q4 		$726K Buy
24,916
+16,240
+187% +$497K ﹤0.01% 5578
2024
Q3 		$248K Buy
8,676
+2,420
+39% +$65.7K ﹤0.01% 5712
2024
Q2 		$141K Sell
6,256
-9,890
-61% -$209K ﹤0.01% 5922
2024
Q1 		$378K Sell
16,146
-1,784
-10% -$42.8K ﹤0.01% 5402
2023
Q4 		$482K Buy
17,930
+8,054
+82% +$179K ﹤0.01% 5140
2023
Q3 		$201K Sell
9,876
-92
-0.9% -$2.02K ﹤0.01% 5383
2023
Q2 		$213K Buy
9,968
+3,122
+46% +$64.9K ﹤0.01% 5434
2023
Q1 		$167K Sell
6,846
-25
-0.4% -$737 ﹤0.01% 5528
2022
Q4 		$218K Buy
6,871
+5,779
+529% +$186K ﹤0.01% 5384
2022
Q3 		$30K Sell
1,092
-11
-1% -$337 ﹤0.01% 6885
2022
Q2 		$33K Sell
1,103
-2,689
-71% -$81.3K ﹤0.01% 6300
2022
Q1 		$126K Sell
3,792
-2,291
-38% -$73.2K ﹤0.01% 5723
2021
Q4 		$197K Buy
6,083
+4,297
+241% +$137K ﹤0.01% 5708
2021
Q3 		$54K Sell
1,786
-566
-24% -$16.5K ﹤0.01% 6281
2021
Q2 		$68K Sell
2,352
-4,759
-67% -$146K ﹤0.01% 6166
2021
Q1 		$220K Sell
7,111
-312
-4% -$8.87K ﹤0.01% 5417
2020
Q4 		$182K Buy
7,423
+3,636
+96% +$83K ﹤0.01% 5297
2020
Q3 		$68K Sell
3,787
-3,075
-45% -$58K ﹤0.01% 5429
2020
Q2 		$137K Sell
6,862
-1,478
-18% -$28.5K ﹤0.01% 5075
2020
Q1 		$175K Sell
8,340
-7,322
-47% -$215K ﹤0.01% 4822
2019
Q4 		$567K Buy
15,662
+6,128
+64% +$205K ﹤0.01% 4729
2019
Q3 		$291K Buy
9,534
+6,805
+249% +$199K ﹤0.01% 4969
2019
Q2 		$76K Buy
2,729
+2,117
+346% +$59.9K ﹤0.01% 5583
2019
Q1 		$17K Sell
612
-4,016
-87% -$114K ﹤0.01% 6437
2018
Q4 		$115K Buy
4,628
+938
+25% +$27.5K ﹤0.01% 5419
2018
Q3 		$123K Buy
3,690
+1,634
+79% +$54.8K ﹤0.01% 5409
2018
Q2 		$69K Buy
2,056
+1,427
+227% +$47.4K ﹤0.01% 5735
2018
Q1 		$21K Sell
629
-464
-42% -$15.3K ﹤0.01% 6384
2017
Q4 		$37K Sell
1,093
-162
-13% -$5.72K ﹤0.01% 6083
2017
Q3 		$42K Buy
1,255
+667
+113% +$22.5K ﹤0.01% 5915
2017
Q2 		$20K Buy
588
+281
+92% +$9.77K ﹤0.01% 6300
2017
Q1 		$11K Sell
307
-1,680
-85% -$60.5K ﹤0.01% 6555
2016
Q4 		$75K Buy
1,987
+721
+57% +$24K ﹤0.01% 5500
2016
Q3 		$38K Buy
1,266
+665
+111% +$19.6K ﹤0.01% 5731
2016
Q2 		$17K Buy
+601
New +$16.9K ﹤0.01% 6418
2015
Q2 		– Sell
-916
Closed -$26K – 8709
2015
Q1 		$26K Sell
916
-53
-5% -$1.51K ﹤0.01% 6704
2014
Q4 		$28K Buy
+969
New +$25.7K ﹤0.01% 7183

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 Group's MOFG Position: Q1 2026 in Review

UBS Group sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 30,965 shares — an estimated $1.19M sold.

UBS Group first reported a position in MOFG in Q4 2014 and held it in 41 quarters. The position peaked at $2.87M in Q3 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • UBS Group reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 30,965 MidWestOne Financial Group shares in Q1 2026, an estimated $1.19M.
  • UBS Group first reported a position in MidWestOne Financial Group in Q4 2014 and held it in 41 quarters.
  • UBS Group's MidWestOne Financial Group position peaked at $2.87M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.