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EP Wealth Advisors’s First Busey Corp BUSE Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-12,127
Closed -$306K – 1738
2026
Q1 		$306K Buy
12,127
+92
+0.8% +$2.32K ﹤0.01% 1153
2025
Q4 		$286K Buy
+12,035
New +$283K ﹤0.01% 1165
2025
Q2 		$255K Sell
11,142
-233
-2% -$5.04K ﹤0.01% 1113
2025
Q1 		$246K Buy
+11,375
New +$264K ﹤0.01% 1022

Other funds holding BUSE

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EP Wealth Advisors's BUSE Position: Q2 2026 in Review

EP Wealth Advisors sold out of First Busey Corp (BUSE) in Q2 2026, closing a stake of 12,127 shares — an estimated $306K sold.

EP Wealth Advisors first reported a position in BUSE in Q1 2025 and held it in 4 quarters. The position peaked at $306K in Q1 2026. 260 funds tracked by Wall St. Rank hold BUSE as of Q2 2026.

  • EP Wealth Advisors reported no remaining First Busey Corp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 12,127 First Busey Corp shares in Q2 2026, an estimated $306K.
  • EP Wealth Advisors first reported a position in First Busey Corp in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's First Busey Corp position peaked at $306K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held First Busey Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.