Allworth Financial’s First Busey Corp BUSE Stock Holding History

Allworth Financial’s Portfolio BUSE Stock Details BUSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.8K	Sell	546 -1,037	-66%	-$26.1K	﹤0.01%	3264
2025 Q4	$37.7K	Buy	1,583 +888	+128%	+$20.9K	﹤0.01%	2390
2025 Q3	$16.1K	Buy	695 +381	+121%	+$9.08K	﹤0.01%	2836
2025 Q2	$7.19K	Buy	314 +25	+9%	+$541	﹤0.01%	3058
2025 Q1	$6.07K	Buy	289 +111	+62%	+$2.58K	﹤0.01%	2659
2024 Q4	$4.05K	Sell	178 -4	-2%	-$102	﹤0.01%	2855
2024 Q3	$4.74K	Buy	182 +66	+57%	+$1.72K	﹤0.01%	2589
2024 Q2	$3.13K	Buy	116 +17	+17%	+$389	﹤0.01%	2721
2024 Q1	$2.38K	Sell	99 -3	-3%	-$70	﹤0.01%	2746
2023 Q4	$2.53K	Buy	102 +18	+21%	+$385	﹤0.01%	2571
2023 Q3	$1.61K	Hold	84	–	–	﹤0.01%	2642
2023 Q2	$1.69K	Buy	84 +2	+2%	+$38	﹤0.01%	2547
2023 Q1	$1.67K	Buy	+82	New	+$1.91K	﹤0.01%	2481
2022 Q4	–	Sell	-133	Closed	-$3K	–	3028
2022 Q3	$3K	Buy	+133	New	+$3.15K	﹤0.01%	2013
2022 Q2	–	Sell	-1,708	Closed	-$43K	–	2417
2022 Q1	$43K	Buy	1,708 +1,686	+7,664%	+$46.4K	﹤0.01%	945
2021 Q4	$1K	Buy	+22	New	+$583	﹤0.01%	1792

Other funds holding BUSE

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savvy Advisors Inc New York $3.73B AUM 21.95% 1-Year Est. Return

Mirabella Financial Services London, United Kingdom $1.03B AUM 19.83% 1-Year Est. Return