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

Sagefield Capital’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	-47,742	Closed	-$2.93M	–	132
2024 Q4	$2.93M	Buy	47,742 +6,020	+14%	+$377K	0.32%	58
2024 Q3	$2.37M	Sell	41,722 -31,496	-43%	-$1.65M	0.26%	65
2024 Q2	$3.25M	Buy	+73,218	New	+$2.97M	0.34%	56

Other funds holding HTLF

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

Sagefield Capital's HTLF Position: Q1 2025 in Review

Sagefield Capital sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 47,742 shares — an estimated $2.93M sold.

Sagefield Capital first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $3.25M in Q2 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Sagefield Capital reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Sagefield Capital sold 47,742 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.93M.
Sagefield Capital first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
Sagefield Capital's Heartland Financial USA, Inc. position peaked at $3.25M in Q2 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

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