Wellington Management Group
MOFG

Wellington Management Group’s MidWestOne Financial Group MOFG Stock Holding History

Wellington Management 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
-354,908
Closed -$13.7M – 1963
2025
Q4 		$13.7M Sell
354,908
-999,619
-74% -$36.4M ﹤0.01% 1160
2025
Q3 		$38.3M Buy
1,354,527
+139,033
+11% +$4.05M 0.01% 815
2025
Q2 		$35M Buy
1,215,494
+175,387
+17% +$4.95M 0.01% 778
2025
Q1 		$30.8M Sell
1,040,107
-6,344
-0.6% -$192K 0.01% 821
2024
Q4 		$30.5M Buy
1,046,451
+246,117
+31% +$7.53M 0.01% 851
2024
Q3 		$22.8M Buy
800,334
+608,883
+318% +$16.5M ﹤0.01% 915
2024
Q2 		$4.31M Buy
191,451
+43,341
+29% +$918K ﹤0.01% 1350
2024
Q1 		$3.47M Buy
148,110
+119,522
+418% +$2.87M ﹤0.01% 1413
2023
Q4 		$769K Buy
+28,588
New +$634K ﹤0.01% 1664
2017
Q4 		– Sell
-446,902
Closed -$15.1M – 2269
2017
Q3 		$15.1M Sell
446,902
-28,788
-6% -$972K ﹤0.01% 1164
2017
Q2 		$16.1M Sell
475,690
-108,487
-19% -$3.77M ﹤0.01% 1102
2017
Q1 		$20M Buy
+584,177
New +$21M ﹤0.01% 1032
2016
Q2 		– Sell
-84,892
Closed -$2.33M – 2143
2016
Q1 		$2.33M Sell
84,892
-558
-0.7% -$15.2K ﹤0.01% 1561
2015
Q4 		$2.6M Sell
85,450
-26,200
-23% -$807K ﹤0.01% 1555
2015
Q3 		$3.27M Hold
111,650
– – ﹤0.01% 1472
2015
Q2 		$3.52M Buy
111,650
+100,000
+858% +$2.99M ﹤0.01% 1507
2015
Q1 		$336K Hold
11,650
– – ﹤0.01% 2063
2014
Q4 		$335K Hold
11,650
– – ﹤0.01% 2066
2014
Q3 		$268K Sell
11,650
-71,066
-86% -$1.69M ﹤0.01% 2087
2014
Q2 		$1.98M Sell
82,716
-272,284
-77% -$6.59M ﹤0.01% 1684
2014
Q1 		$8.96M Buy
355,000
+1,560
+0.4% +$39.6K ﹤0.01% 1285
2013
Q4 		$9.61M Buy
353,440
+13,300
+4% +$350K ﹤0.01% 1251
2013
Q3 		$8.74M Buy
340,140
+14,954
+5% +$384K ﹤0.01% 1257
2013
Q2 		$7.82M Buy
+325,186
New +$7.71M ﹤0.01% 1270

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

Wellington Management Group's MOFG Position: Q1 2026 in Review

Wellington Management Group sold out of MidWestOne Financial Group (MOFG) in Q1 2026, closing a stake of 354,908 shares — an estimated $13.7M sold.

Wellington Management Group first reported a position in MOFG in Q2 2013 and held it in 24 quarters. The position peaked at $38.3M in Q3 2025. 2 funds tracked by Wall St. Rank hold MOFG as of Q1 2026.

  • Wellington Management Group reported no remaining MidWestOne Financial Group position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 354,908 MidWestOne Financial Group shares in Q1 2026, an estimated $13.7M.
  • Wellington Management Group first reported a position in MidWestOne Financial Group in Q2 2013 and held it in 24 quarters.
  • Wellington Management Group's MidWestOne Financial Group position peaked at $38.3M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.