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

Savant 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	-4,291	Closed	-$263K	–	1477
2024 Q4	$263K	Buy	4,291 +81	+2%	+$5.07K	﹤0.01%	1178
2024 Q3	$239K	Buy	+4,210	New	+$220K	﹤0.01%	1198
2024 Q2	–	Sell	-7,923	Closed	-$278K	–	1352
2024 Q1	$278K	Buy	+7,923	New	+$277K	﹤0.01%	924

Other funds holding HTLF

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

Savant Capital's HTLF Position: Q1 2025 in Review

Savant Capital sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,291 shares — an estimated $263K sold.

Savant Capital first reported a position in HTLF in Q1 2024 and held it in 3 quarters. The position peaked at $278K in Q1 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Savant Capital reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 4,291 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $263K.
Savant Capital first reported a position in Heartland Financial USA, Inc. in Q1 2024 and held it in 3 quarters.
Savant Capital's Heartland Financial USA, Inc. position peaked at $278K in Q1 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.