Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Busey Corp BUSE Stock Holding History

Carson Wealth (CWM LLC)’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 		$390K Sell
15,425
-666
-4% -$16.8K ﹤0.01% 2198
2025
Q4 		$383K Sell
16,091
-1,216
-7% -$28.6K ﹤0.01% 2090
2025
Q3 		$401K Buy
17,307
+6,224
+56% +$148K ﹤0.01% 1924
2025
Q2 		$254K Buy
11,083
+5,761
+108% +$125K ﹤0.01% 1976
2025
Q1 		$115K Buy
5,322
+2,711
+104% +$63K ﹤0.01% 2313
2024
Q4 		$62K Buy
2,611
+1,821
+231% +$46.6K ﹤0.01% 2628
2024
Q3 		$21K Buy
790
+654
+481% +$17.1K ﹤0.01% 3311
2024
Q2 		$3K Buy
136
+59
+77% +$1.35K ﹤0.01% 4045
2024
Q1 		$2K Buy
77
+64
+492% +$1.5K ﹤0.01% 3940
2023
Q4 		$0 Sell
13
-66
-84% -$1.41K ﹤0.01% 4156
2023
Q3 		$2K Buy
79
+46
+139% +$950 ﹤0.01% 3757
2023
Q2 		$1K Sell
33
-127
-79% -$2.44K ﹤0.01% 3918
2023
Q1 		$3K Sell
160
-1,458
-90% -$34K ﹤0.01% 3469
2022
Q4 		$40K Buy
1,618
+191
+13% +$4.78K ﹤0.01% 1870
2022
Q3 		$31K Buy
1,427
+144
+11% +$3.42K ﹤0.01% 1929
2022
Q2 		$29K Sell
1,283
-1,637
-56% -$38K ﹤0.01% 1902
2022
Q1 		$74K Buy
2,920
+1,293
+79% +$35.6K ﹤0.01% 1443
2021
Q4 		$44K Buy
+1,627
New +$43.1K ﹤0.01% 1619

Other funds holding BUSE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BUSE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Busey Corp (BUSE) stake by 4.1% in Q1 2026, selling an estimated $16.8K and leaving 15,425 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Carson Wealth (CWM LLC) first reported a position in BUSE in Q4 2021 and has held it in 18 quarters since. The position peaked at $401K in Q3 2025. 247 funds tracked by Wall St. Rank hold BUSE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,425 shares of First Busey Corp worth $390K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 666 First Busey Corp shares in Q1 2026, an estimated $16.8K.
  • First Busey Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2198 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Busey Corp in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s First Busey Corp position peaked at $401K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held First Busey Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.