True Wealth Design’s First Busey Corp BUSE Stock Holding History

True Wealth Design’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	$20K	Buy	679 +22	+3%	+$597	﹤0.01%	807
2026 Q1	$16.6K	Hold	657	–	–	﹤0.01%	789
2025 Q4	$15.6K	Buy	657 +10	+2%	+$235	﹤0.01%	693
2025 Q3	$15K	Buy	647 +60	+10%	+$1.43K	﹤0.01%	705
2025 Q2	$13.4K	Buy	587 +444	+310%	+$9.61K	﹤0.01%	481
2025 Q1	$3.09K	Buy	+143	New	+$3.32K	﹤0.01%	846

Other funds holding BUSE

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 $2.54B AUM 18.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's BUSE Position: Q2 2026 in Review

True Wealth Design increased its First Busey Corp (BUSE) stake by 3.3% in Q2 2026, buying an estimated $597 and bringing the position to 679 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

True Wealth Design first reported a position in BUSE in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold BUSE as of Q2 2026.

True Wealth Design held 679 shares of First Busey Corp worth $20K as of Q2 2026.
True Wealth Design bought 22 First Busey Corp shares in Q2 2026, an estimated $597.
First Busey Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #807 holding.
True Wealth Design first reported a position in First Busey Corp in Q1 2025 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held First Busey Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.