MAI Capital Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

MAI Capital Management’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	-181	Closed	-$11.1K	–	3623
2024 Q4	$11.1K	Buy	+181	New	+$11.3K	﹤0.01%	2475

Other funds holding HTLF

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

MAI Capital Management's HTLF Position: Q1 2025 in Review

MAI Capital Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 181 shares — an estimated $11.1K sold.

MAI Capital Management first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $11.1K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

MAI Capital Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
MAI Capital Management sold 181 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $11.1K.
MAI Capital Management first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
MAI Capital Management's Heartland Financial USA, Inc. position peaked at $11.1K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.