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

Petiole USA’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	-43,859	Closed	-$2.69M	–	40
2024 Q4	$2.69M	Buy	+43,859	New	+$2.75M	1.69%	27

Other funds holding HTLF

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

Petiole USA's HTLF Position: Q1 2025 in Review

Petiole USA sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 43,859 shares — an estimated $2.69M sold.

Petiole USA first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $2.69M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Petiole USA reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Petiole USA sold 43,859 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.69M.
Petiole USA first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Petiole USA's Heartland Financial USA, Inc. position peaked at $2.69M in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Petiole USA's 13F filing for Q1 2025, filed 14 May 2025.