FPAS
HTLF

Focus Partners Advisor Solutions’s Heartland Financial USA, Inc. HTLF Stock Holding History

Focus Partners Advisor Solutions’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
-39,025
Closed -$2.39M – 1042
2024
Q4 		$2.39M Buy
39,025
+13,020
+50% +$815K 0.04% 203
2024
Q3 		$1.47M Buy
26,005
+2,237
+9% +$117K 0.03% 225
2024
Q2 		$1.06M Buy
23,768
+46
+0.2% +$1.86K 0.03% 247
2024
Q1 		$834K Buy
+23,722
New +$828K 0.02% 264

Other funds holding HTLF

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

Focus Partners Advisor Solutions's HTLF Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 39,025 shares — an estimated $2.39M sold.

Focus Partners Advisor Solutions first reported a position in HTLF in Q1 2024 and held it in 4 quarters. The position peaked at $2.39M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Focus Partners Advisor Solutions reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 39,025 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.39M.
  • Focus Partners Advisor Solutions first reported a position in Heartland Financial USA, Inc. in Q1 2024 and held it in 4 quarters.
  • Focus Partners Advisor Solutions's Heartland Financial USA, Inc. position peaked at $2.39M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.