Cambria Investment Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Cambria Investment Management’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	-8,397	Closed	-$515K	–	483
2024 Q4	$515K	Sell	8,397 -317	-4%	-$19.8K	0.03%	223
2024 Q3	$494K	Buy	8,714 +107	+1%	+$5.6K	0.03%	180
2024 Q2	$383K	Buy	+8,607	New	+$349K	0.02%	231

Other funds holding HTLF

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

Cambria Investment Management's HTLF Position: Q1 2025 in Review

Cambria Investment Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 8,397 shares — an estimated $515K sold.

Cambria Investment Management first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $515K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Cambria Investment Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Cambria Investment Management sold 8,397 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $515K.
Cambria Investment Management first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
Cambria Investment Management's Heartland Financial USA, Inc. position peaked at $515K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Cambria Investment Management's 13F filing for Q1 2025, filed 15 May 2025.