Position in BUSE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,229,825
+$287,760 QoQ
Shares Held
41,689
+11.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#94
of 257 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BUSE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Everhart Financial Group, Inc. holds $12,690,179 across 19 Banks - Regional names. BUSE ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
|
47,881 | $2,094,793 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
23,279 | $1,631,159 | |
| 3 | BUSE |
First Busey Corp /Nv/
This page
|
41,689 | $1,229,825 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
59,514 | $1,055,183 | |
| 5 | UCB |
United Community Banks Inc
|
25,463 | $893,496 | |
| 6 | USB |
US Bancorp De
|
12,785 | $772,214 | |
| 7 | HOMB |
Home Bancshares Inc
|
21,967 | $627,157 | |
| 8 | GABC |
German American Bancorp, Inc.
|
11,882 | $563,919 |
All Filings in BUSE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,825 | 41,689 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $942,065 | 37,280 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $515,029 | 21,649 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $545,714 | 23,573 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $496,827 | 21,705 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $579,808 | 26,843 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $679,853 | 28,844 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $749,323 | 28,798 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $547,194 | 22,602 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $438,864 | 18,248 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $342,987 | 13,819 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $217,512 | 11,317 | Shares | Sole | 2023-10-25 | |
| 2023-03-31 | $233,523 | 11,481 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $245,494 | 9,931 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||