Equitable Holdings’s Heartland Financial USA, Inc. HTLF Stock Holding History

Equitable Holdings’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	-7,840	Closed	-$481K	–	1398
2024 Q4	$481K	Buy	+7,840	New	+$491K	﹤0.01%	878

Other funds holding HTLF

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

Equitable Holdings's HTLF Position: Q1 2025 in Review

Equitable Holdings sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 7,840 shares — an estimated $481K sold.

Equitable Holdings first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $481K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Equitable Holdings reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Equitable Holdings sold 7,840 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $481K.
Equitable Holdings first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Equitable Holdings's Heartland Financial USA, Inc. position peaked at $481K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Equitable Holdings's 13F filing for Q1 2025, filed 13 May 2025.