Creative Planning
FINV

Creative Planning’s FinVolution Group FINV Stock Holding History

Creative Planning’s Portfolio FINV Stock Details FINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$173K Sell
36,144
-7,213
-17% -$38.3K ﹤0.01% 3780
2025
Q4 		$227K Sell
43,357
-7,300
-14% -$42.9K ﹤0.01% 3456
2025
Q3 		$373K Sell
50,657
-145
-0.3% -$1.27K ﹤0.01% 2976
2025
Q2 		$482K Sell
50,802
-15,001
-23% -$128K ﹤0.01% 2500
2025
Q1 		$634K Sell
65,803
-1,154
-2% -$9.46K ﹤0.01% 2079
2024
Q4 		$455K Sell
66,957
-331
-0.5% -$2.13K ﹤0.01% 2313
2024
Q3 		$416K Buy
67,288
+9,243
+16% +$49.1K ﹤0.01% 2267
2024
Q2 		$277K Sell
58,045
-4,707
-8% -$23K ﹤0.01% 2419
2024
Q1 		$316K Buy
62,752
+3,817
+6% +$18.8K ﹤0.01% 2206
2023
Q4 		$289K Buy
58,935
+20,625
+54% +$97.9K ﹤0.01% 2111
2023
Q3 		$191K Buy
38,310
+1,513
+4% +$7.92K ﹤0.01% 2254
2023
Q2 		$169K Buy
36,797
+26,059
+243% +$107K ﹤0.01% 2254
2023
Q1 		$44.8K Sell
10,738
-2,119
-16% -$10.7K ﹤0.01% 2360
2022
Q4 		$63.8K Buy
+12,857
New +$60.4K ﹤0.01% 2200
2021
Q4 		– Sell
-10,233
Closed -$58K – 2132
2021
Q3 		$58K Hold
10,233
– – ﹤0.01% 1985
2021
Q2 		$97K Sell
10,233
-40,000
-80% -$303K ﹤0.01% 1878
2021
Q1 		$352K Buy
50,233
+20,000
+66% +$106K ﹤0.01% 1687
2020
Q4 		$81K Buy
30,233
+20,000
+195% +$42.6K ﹤0.01% 2053
2020
Q3 		$19K Buy
+10,233
New +$20.2K ﹤0.01% 1986

Other funds holding FINV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's FINV Position: Q1 2026 in Review

Creative Planning reduced its FinVolution Group (FINV) stake by 17% in Q1 2026, selling an estimated $38.3K and leaving 36,144 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #3780.

Creative Planning first reported a position in FINV in Q3 2020 and has held it in 19 quarters since. The position peaked at $634K in Q1 2025. 129 funds tracked by Wall St. Rank hold FINV as of Q1 2026.

  • Creative Planning held 36,144 shares of FinVolution Group worth $173K as of Q1 2026.
  • Creative Planning sold 7,213 FinVolution Group shares in Q1 2026, an estimated $38.3K.
  • FinVolution Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3780 holding.
  • Creative Planning first reported a position in FinVolution Group in Q3 2020 and has held it in 19 quarters since.
  • Creative Planning's FinVolution Group position peaked at $634K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held FinVolution Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.