EP Wealth Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

EP Wealth Advisors’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	-3,362	Closed	-$206K	–	1381
2024 Q4	$206K	Buy	+3,362	New	+$210K	﹤0.01%	1065

Other funds holding HTLF

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

EP Wealth Advisors's HTLF Position: Q1 2025 in Review

EP Wealth Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 3,362 shares — an estimated $206K sold.

EP Wealth Advisors first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

EP Wealth Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
EP Wealth Advisors sold 3,362 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $206K.
EP Wealth Advisors first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
EP Wealth Advisors's Heartland Financial USA, Inc. position peaked at $206K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.