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

Principal Securities’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 Q2	–	Sell	-787	Closed	-$48.2K	–	3934
2025 Q1	$48.2K	Hold	787	–	–	﹤0.01%	1773
2024 Q4	$48.2K	Sell	787 -227	-22%	-$14.2K	﹤0.01%	1773
2024 Q3	$57.5K	Sell	1,014 -48	-5%	-$2.51K	﹤0.01%	1625
2024 Q2	$47.2K	Buy	1,062 +49	+5%	+$1.99K	﹤0.01%	1652
2024 Q1	$35.6K	Buy	1,013 +315	+45%	+$11K	﹤0.01%	1722
2023 Q4	$26.3K	Buy	+698	New	+$22.1K	﹤0.01%	1786

Principal Securities's HTLF Position: Q2 2025 in Review

Principal Securities sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2025, closing a stake of 787 shares — an estimated $48.2K sold.

Principal Securities first reported a position in HTLF in Q4 2023 and held it in 6 quarters. The position peaked at $57.5K in Q3 2024. 0 funds tracked by Wall St. Rank hold HTLF as of Q2 2025.

Principal Securities reported no remaining Heartland Financial USA, Inc. position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 787 Heartland Financial USA, Inc. shares in Q2 2025, an estimated $48.2K.
Principal Securities first reported a position in Heartland Financial USA, Inc. in Q4 2023 and held it in 6 quarters.
Principal Securities's Heartland Financial USA, Inc. position peaked at $57.5K in Q3 2024.
0 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.