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Wellington investment groups report 1.7% MidWestOne Financial Group (MOFG) stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

MidWestOne Financial Group, Inc. received an amended Schedule 13G from Wellington-affiliated entities reporting a small ownership stake in its common stock. As of 12/31/2025, Wellington Management Group LLP, Wellington Group Holdings LLP and Wellington Investment Advisors Holdings LLP beneficially owned 354,908 shares, or about 1.7% of the common stock.

These shares are held of record by clients of various Wellington investment advisers. The filing shows 0 shares with sole voting or dispositive power and shared voting power over 235,060 shares, with shared dispositive power over all 354,908 shares. Wellington certifies the holdings are in the ordinary course of business and not for influencing control of MidWestOne.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What stake does Wellington hold in MidWestOne Financial Group (MOFG)?

Wellington-affiliated entities report beneficial ownership of 354,908 MidWestOne Financial Group common shares, representing about 1.7% of the class. The shares are attributed to clients of Wellington investment advisers, with Wellington reporting shared but not sole voting and dispositive powers.

Which Wellington entities are reporting ownership in MOFG on this Schedule 13G/A?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. They report indirect beneficial ownership through various Wellington investment advisers whose clients hold MidWestOne Financial Group common stock.

How much voting power does Wellington report over MOFG shares?

Wellington reports 0 shares with sole voting power and shared voting power over 235,060 MidWestOne shares. It also reports shared dispositive power over 354,908 shares, indicating voting and investment decisions are exercised on a shared basis for client accounts.

Is Wellington’s MidWestOne (MOFG) position above the 5% ownership threshold?

No. Wellington reports beneficial ownership of about 1.72% of MidWestOne’s common stock, which is clearly under the 5% threshold. The filing also notes “Ownership of 5 percent or less of a class,” confirming it is a sub-5% position.

Who ultimately benefits from the MOFG shares reported by Wellington?

The securities are owned of record by clients of one or more Wellington investment advisers. Those clients have the right to receive, or direct the receipt of, dividends and sale proceeds. No single client is reported to hold more than 5% of the class.

Does Wellington intend to influence control of MidWestOne Financial Group?

Wellington certifies the MidWestOne shares were acquired and are held in the ordinary course of business. It states they were not acquired and are not held for changing or influencing control of the issuer, other than activities tied to a nomination under Rule 14a-11.
Midwestone

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