PCM
HTLF

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

Prelude 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
-180,721
Closed -$11.1M – 1621
2024
Q4 		$11.1M Sell
180,721
-12,823
-7% -$803K 0.69% 14
2024
Q3 		$11M Buy
193,544
+97,517
+102% +$5.1M 0.66% 13
2024
Q2 		$4.27M Buy
+96,027
New +$3.89M 0.3% 76
2016
Q3 		– Sell
-700
Closed -$25K – 1871
2016
Q2 		$25K Buy
+700
New +$23.4K ﹤0.01% 1212
2015
Q4 		– Sell
-2,033
Closed -$74K – 1728
2015
Q3 		$74K Buy
2,033
+1,483
+270% +$54.6K 0.01% 937
2015
Q2 		$20K Sell
550
-3,356
-86% -$117K ﹤0.01% 1375
2015
Q1 		$127K Buy
3,906
+2,506
+179% +$74.3K 0.02% 891
2014
Q4 		$38K Buy
+1,400
New +$35.8K 0.01% 1440

Other funds holding HTLF

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

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

Prelude Capital Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 180,721 shares — an estimated $11.1M sold.

Prelude Capital Management first reported a position in HTLF in Q4 2014 and held it in 8 quarters. The position peaked at $11.1M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Prelude Capital Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Prelude Capital Management sold 180,721 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $11.1M.
  • Prelude Capital Management first reported a position in Heartland Financial USA, Inc. in Q4 2014 and held it in 8 quarters.
  • Prelude Capital Management's Heartland Financial USA, Inc. position peaked at $11.1M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

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