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

Stieven Capital Advisors’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	-343,364	Closed	-$21M	–	53
2024 Q4	$21M	Buy	343,364 +19,787	+6%	+$1.24M	3.75%	5
2024 Q3	$18.3M	Buy	323,577 +55,949	+21%	+$2.93M	3.47%	8
2024 Q2	$11.9M	Sell	267,628 -126,467	-32%	-$5.13M	2.63%	14
2024 Q1	$13.9M	Buy	394,095 +329,095	+506%	+$11.5M	2.88%	13
2023 Q4	$2.44M	Buy	+65,000	New	+$2.05M	0.52%	41

Other funds holding HTLF

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

Stieven Capital Advisors's HTLF Position: Q1 2025 in Review

Stieven Capital Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 343,364 shares — an estimated $21M sold.

Stieven Capital Advisors first reported a position in HTLF in Q4 2023 and held it in 5 quarters. The position peaked at $21M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Stieven Capital Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Stieven Capital Advisors sold 343,364 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $21M.
Stieven Capital Advisors first reported a position in Heartland Financial USA, Inc. in Q4 2023 and held it in 5 quarters.
Stieven Capital Advisors's Heartland Financial USA, Inc. position peaked at $21M in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Stieven Capital Advisors's 13F filing for Q1 2025, filed 1 May 2025.