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Pinnacle Wealth Planning Services’s First Busey Corp BUSE Stock Holding History

Pinnacle Wealth Planning Services’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 		$25.2K Sell
997
-250
-20% -$6.3K ﹤0.01% 1572
2025
Q4 		$29.7K Buy
+1,247
New +$29.3K ﹤0.01% 1526
2021
Q1 		– Sell
-1,247
Closed -$27K – 579
2020
Q4 		$27K Buy
+1,247
New +$24.4K 0.01% 1031

Other funds holding BUSE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Pinnacle Wealth Planning Services's BUSE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its First Busey Corp (BUSE) stake by 20% in Q1 2026, selling an estimated $6.3K and leaving 997 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Pinnacle Wealth Planning Services first reported a position in BUSE in Q4 2020 and has held it in 3 quarters since. The position peaked at $29.7K in Q4 2025. 247 funds tracked by Wall St. Rank hold BUSE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 997 shares of First Busey Corp worth $25.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 250 First Busey Corp shares in Q1 2026, an estimated $6.3K.
  • First Busey Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1572 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Busey Corp in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's First Busey Corp position peaked at $29.7K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held First Busey Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.