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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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.