CIBC Private Wealth Group
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CIBC Private Wealth Group’s Heartland Express HTLD Stock Holding History

CIBC Private Wealth Group’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$99 Buy
+11
New +$92 ﹤0.01% 3309
2018
Q3 		– Sell
-125
Closed -$2K – 1285
2018
Q2 		$2K Hold
125
– – ﹤0.01% 1859
2018
Q1 		$2K Hold
125
– – ﹤0.01% 1798
2017
Q4 		$3K Buy
+125
New +$2.82K ﹤0.01% 1774

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group's HTLD Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Heartland Express (HTLD) in Q4 2025: 11 shares worth $99. The stake represents ﹤0.01% of the portfolio and ranks #3309 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in HTLD as recently as Q2 2018.

CIBC Private Wealth Group first reported a position in HTLD in Q4 2017 and has held it in 4 quarters since. The position peaked at $3K in Q4 2017. 173 funds tracked by Wall St. Rank hold HTLD as of Q4 2025.

  • CIBC Private Wealth Group held 11 shares of Heartland Express worth $99 as of Q4 2025.
  • Heartland Express was a new CIBC Private Wealth Group position in Q4 2025.
  • Heartland Express made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3309 holding.
  • CIBC Private Wealth Group first reported a position in Heartland Express in Q4 2017 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's Heartland Express position peaked at $3K in Q4 2017.
  • 173 funds tracked by Wall St. Rank held Heartland Express as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.