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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

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

Everhart Financial Group's BUSE Position: Q2 2026 in Review

Everhart Financial Group increased its First Busey Corp (BUSE) stake by 12% in Q2 2026, buying an estimated $120K and bringing the position to 41,689 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #137.

Everhart Financial Group first reported a position in BUSE in Q4 2022 and has held it in 14 quarters since. 260 funds tracked by Wall St. Rank hold BUSE as of Q2 2026.

  • Everhart Financial Group held 41,689 shares of First Busey Corp worth $1.23M as of Q2 2026.
  • Everhart Financial Group bought 4,409 First Busey Corp shares in Q2 2026, an estimated $120K.
  • First Busey Corp made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #137 holding.
  • Everhart Financial Group first reported a position in First Busey Corp in Q4 2022 and has held it in 14 quarters since.
  • 260 funds tracked by Wall St. Rank held First Busey Corp as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.