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Everhart Financial Group’s First Busey Corp BUSE Stock Holding History

Everhart Financial Group’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 		$1.23M Buy
41,689
+4,409
+12% +$120K 0.08% 137
2026
Q1 		$942K Buy
37,280
+15,631
+72% +$394K 0.08% 186
2025
Q4 		$515K Sell
21,649
-1,924
-8% -$45.2K 0.05% 257
2025
Q3 		$546K Buy
23,573
+1,868
+9% +$44.5K 0.05% 235
2025
Q2 		$497K Sell
21,705
-5,138
-19% -$111K 0.06% 221
2025
Q1 		$580K Sell
26,843
-2,001
-7% -$46.5K 0.08% 176
2024
Q4 		$680K Buy
28,844
+46
+0.2% +$1.18K 0.14% 148
2024
Q3 		$749K Buy
28,798
+6,196
+27% +$162K 0.17% 140
2024
Q2 		$547K Buy
22,602
+4,354
+24% +$99.6K 0.14% 149
2024
Q1 		$439K Buy
18,248
+4,429
+32% +$104K 0.13% 165
2023
Q4 		$343K Buy
13,819
+2,502
+22% +$53.6K 0.12% 161
2023
Q3 		$218K Buy
+11,317
New +$234K 0.09% 191
2023
Q2 		– Sell
-11,481
Closed -$234K – 217
2023
Q1 		$234K Buy
11,481
+1,550
+16% +$36.2K 0.1% 170
2022
Q4 		$245K Buy
+9,931
New +$249K 0.12% 145

Other funds holding BUSE

SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $206M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return