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

Friday Financial’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	-38,749	Closed	-$2.38M	–	72
2024 Q4	$2.38M	Buy	+38,749	New	+$2.43M	1.64%	16

Other funds holding HTLF

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

Friday Financial's HTLF Position: Q1 2025 in Review

Friday Financial sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 38,749 shares — an estimated $2.38M sold.

Friday Financial first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $2.38M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Friday Financial reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Friday Financial sold 38,749 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.38M.
Friday Financial first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Friday Financial's Heartland Financial USA, Inc. position peaked at $2.38M in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Friday Financial's 13F filing for Q1 2025, filed 22 Apr 2025.