Farther Finance Advisors
HTLF icon

Farther Finance Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

Farther Finance 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
-45
Closed -$2.76K – 4459
2024
Q4 		$2.76K Sell
45
-5
-10% -$313 ﹤0.01% 2891
2024
Q3 		$2.83K Buy
50
+10
+25% +$523 ﹤0.01% 2866
2024
Q2 		$1.75K Hold
40
– – ﹤0.01% 2847
2024
Q1 		$1.36K Hold
40
– – ﹤0.01% 2657
2023
Q4 		$1.5K Buy
+40
New +$1.26K ﹤0.01% 2549

Other funds holding HTLF

Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Farther Finance Advisors's HTLF Position: Q1 2025 in Review

Farther Finance Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 45 shares — an estimated $2.76K sold.

Farther Finance Advisors first reported a position in HTLF in Q4 2023 and held it in 5 quarters. The position peaked at $2.83K in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Farther Finance Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 45 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.76K.
  • Farther Finance Advisors first reported a position in Heartland Financial USA, Inc. in Q4 2023 and held it in 5 quarters.
  • Farther Finance Advisors's Heartland Financial USA, Inc. position peaked at $2.83K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.