Pictet Asset Management
HTLF

Pictet Asset Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Pictet Asset 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
-5,805
Closed -$356K – 2096
2024
Q4 		$356K Hold
5,805
– – ﹤0.01% 1559
2024
Q3 		$329K Buy
5,805
+735
+14% +$38.5K ﹤0.01% 1559
2024
Q2 		$225K Buy
+5,070
New +$206K ﹤0.01% 1700

Other funds holding HTLF

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

Pictet Asset Management's HTLF Position: Q1 2025 in Review

Pictet Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 5,805 shares — an estimated $356K sold.

Pictet Asset Management first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $356K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Pictet Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Pictet Asset Management sold 5,805 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $356K.
  • Pictet Asset Management first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
  • Pictet Asset Management's Heartland Financial USA, Inc. position peaked at $356K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Pictet Asset Management's 13F filing for Q1 2025, filed 5 May 2025.