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Philip James Wealth Mangement’s First Busey Corp BUSE Stock Holding History

Philip James Wealth Mangement’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 		$778K Hold
26,366
– – 0.09% 91
2026
Q1 		$666K Hold
26,366
– – 0.08% 98
2025
Q4 		$627K Hold
26,366
– – 0.07% 106
2025
Q3 		$610K Hold
26,366
– – 0.07% 103
2025
Q2 		$603K Hold
26,366
– – 0.08% 100
2025
Q1 		$570K Buy
+26,366
New +$612K 0.07% 102

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

Philip James Wealth Mangement's BUSE Position: Q2 2026 in Review

Philip James Wealth Mangement held its First Busey Corp (BUSE) position steady in Q2 2026 at 26,366 shares worth $778K. The position accounts for 0.09% of the portfolio, ranked #91.

Philip James Wealth Mangement first reported a position in BUSE in Q1 2025 and has held it in 6 quarters since. 260 funds tracked by Wall St. Rank hold BUSE as of Q2 2026.

  • Philip James Wealth Mangement held 26,366 shares of First Busey Corp worth $778K as of Q2 2026.
  • Philip James Wealth Mangement left its First Busey Corp share count unchanged in Q2 2026.
  • First Busey Corp made up 0.09% of Philip James Wealth Mangement's portfolio in Q2 2026, its #91 holding.
  • Philip James Wealth Mangement first reported a position in First Busey Corp in Q1 2025 and has held it in 6 quarters since.
  • 260 funds tracked by Wall St. Rank held First Busey Corp as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.