VA
HTLF

Vident Advisory’s Heartland Financial USA, Inc. HTLF Stock Holding History

Vident Advisory’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
-3,719
Closed -$228K – 1653
2024
Q4 		$228K Buy
3,719
+41
+1% +$2.57K ﹤0.01% 1281
2024
Q3 		$209K Buy
+3,678
New +$192K 0.01% 1302

Other funds holding HTLF

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

Vident Advisory's HTLF Position: Q1 2025 in Review

Vident Advisory sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 3,719 shares — an estimated $228K sold.

Vident Advisory first reported a position in HTLF in Q3 2024 and held it in 2 quarters. The position peaked at $228K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Vident Advisory reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Vident Advisory sold 3,719 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $228K.
  • Vident Advisory first reported a position in Heartland Financial USA, Inc. in Q3 2024 and held it in 2 quarters.
  • Vident Advisory's Heartland Financial USA, Inc. position peaked at $228K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Vident Advisory's 13F filing for Q1 2025, filed 15 May 2025.