Atria Investments’s Heartland Financial USA, Inc. HTLF Stock Holding History

Atria Investments’s Portfolio HTLF Stock Details HTLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,361	Closed	-$758K	–	2026
2024 Q4	$758K	Sell	12,361 -533	-4%	-$33.4K	0.01%	1127
2024 Q3	$731K	Sell	12,894 -164	-1%	-$8.58K	0.01%	1138
2024 Q2	$580K	Buy	+13,058	New	+$529K	0.01%	1226

Other funds holding HTLF

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Atria Investments's HTLF Position: Q1 2025 in Review

Atria Investments sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 12,361 shares — an estimated $758K sold.

Atria Investments first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $758K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Atria Investments reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 12,361 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $758K.
Atria Investments first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
Atria Investments's Heartland Financial USA, Inc. position peaked at $758K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.