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

Raymond James Financial’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	-33,052	Closed	-$2.03M	–	5008
2024 Q4	$2.03M	Buy	+33,052	New	+$2.07M	﹤0.01%	2967

Other funds holding HTLF

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

Raymond James Financial's HTLF Position: Q1 2025 in Review

Raymond James Financial sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 33,052 shares — an estimated $2.03M sold.

Raymond James Financial first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $2.03M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Raymond James Financial reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Raymond James Financial sold 33,052 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.03M.
Raymond James Financial first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Raymond James Financial's Heartland Financial USA, Inc. position peaked at $2.03M in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Raymond James Financial's 13F filing for Q1 2025, filed 13 May 2025.