FAFN
HTLF

First Affirmative Financial Network’s Heartland Financial USA, Inc. HTLF Stock Holding History

First Affirmative Financial Network’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
-4,608
Closed -$283K – 293
2024
Q4 		$283K Sell
4,608
-103
-2% -$6.45K 0.16% 161
2024
Q3 		$267K Buy
4,711
+5
+0.1% +$262 0.15% 193
2024
Q2 		$209K Buy
+4,706
New +$191K 0.15% 223
2023
Q1 		– Sell
-4,536
Closed -$211K – 176
2022
Q4 		$211K Sell
4,536
-178
-4% -$8.41K 0.26% 134
2022
Q3 		$204K Sell
4,714
-480
-9% -$21.3K 0.26% 128
2022
Q2 		$216K Sell
5,194
-274
-5% -$12K 0.25% 122
2022
Q1 		$262K Buy
5,468
+272
+5% +$13.8K 0.25% 121
2021
Q4 		$263K Buy
5,196
+11
+0.2% +$554 0.24% 126
2021
Q3 		$249K Buy
+5,185
New +$241K 0.26% 119

Other funds holding HTLF

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

First Affirmative Financial Network's HTLF Position: Q1 2025 in Review

First Affirmative Financial Network sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,608 shares — an estimated $283K sold.

First Affirmative Financial Network first reported a position in HTLF in Q3 2021 and held it in 9 quarters. The position peaked at $283K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • First Affirmative Financial Network reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • First Affirmative Financial Network sold 4,608 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $283K.
  • First Affirmative Financial Network first reported a position in Heartland Financial USA, Inc. in Q3 2021 and held it in 9 quarters.
  • First Affirmative Financial Network's Heartland Financial USA, Inc. position peaked at $283K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on First Affirmative Financial Network's 13F filing for Q1 2025, filed 11 Apr 2025.