WF
HTLF

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

Whelan 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
-9,043
Closed -$554K – 68
2024
Q4 		$554K Buy
9,043
+3
+0% +$188 0.22% 28
2024
Q3 		$513K Sell
9,040
-255
-3% -$13.3K 0.21% 28
2024
Q2 		$413K Hold
9,295
– – 0.18% 32
2024
Q1 		$327K Sell
9,295
-4,417
-32% -$154K 0.15% 33
2023
Q4 		$516K Buy
13,712
+50
+0.4% +$1.58K 0.24% 21
2023
Q3 		$402K Buy
13,662
+50
+0.4% +$1.55K 0.21% 23
2023
Q2 		$379K Sell
13,612
-17
-0.1% -$528 0.2% 22
2023
Q1 		$523K Hold
13,629
– – 0.29% 19
2022
Q4 		$635K Buy
13,629
+8,440
+163% +$399K 0.38% 18
2022
Q3 		$225K Hold
5,189
– – 0.15% 24
2022
Q2 		$216K Hold
5,189
– – 0.15% 21
2022
Q1 		$248K Buy
+5,189
New +$263K 0.15% 16

Other funds holding HTLF

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

Whelan Financial's HTLF Position: Q1 2025 in Review

Whelan Financial sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 9,043 shares — an estimated $554K sold.

Whelan Financial first reported a position in HTLF in Q1 2022 and held it in 12 quarters. The position peaked at $635K in Q4 2022. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Whelan Financial reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Whelan Financial sold 9,043 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $554K.
  • Whelan Financial first reported a position in Heartland Financial USA, Inc. in Q1 2022 and held it in 12 quarters.
  • Whelan Financial's Heartland Financial USA, Inc. position peaked at $635K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Whelan Financial's 13F filing for Q1 2025, filed 29 Apr 2025.