EWA
FINV

EverSource Wealth Advisors’s FinVolution Group FINV Stock Holding History

EverSource Wealth Advisors’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 		$14.4K Buy
2,996
+1,919
+178% +$10.2K ﹤0.01% 2717
2025
Q4 		$5.63K Buy
1,077
+976
+966% +$5.73K ﹤0.01% 3081
2025
Q3 		$745 Buy
101
+68
+206% +$596 ﹤0.01% 3837
2025
Q2 		$313 Sell
33
-531
-94% -$4.54K ﹤0.01% 3990
2025
Q1 		$5.43K Sell
564
-369
-40% -$3.03K ﹤0.01% 2454
2024
Q4 		$6.33K Sell
933
-287
-24% -$1.85K ﹤0.01% 2240
2024
Q3 		$7.54K Hold
1,220
– – ﹤0.01% 2023
2024
Q2 		$6.81K Sell
1,220
-177
-13% -$865 ﹤0.01% 2074
2024
Q1 		$6.66K Buy
1,397
+1,024
+275% +$5.04K ﹤0.01% 1903
2023
Q4 		$1.83K Buy
+373
New +$1.77K ﹤0.01% 2196

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

EverSource Wealth Advisors's FINV Position: Q1 2026 in Review

EverSource Wealth Advisors increased its FinVolution Group (FINV) stake by 178% in Q1 2026, buying an estimated $10.2K and bringing the position to 2,996 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

EverSource Wealth Advisors first reported a position in FINV in Q4 2023 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold FINV as of Q1 2026.

  • EverSource Wealth Advisors held 2,996 shares of FinVolution Group worth $14.4K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,919 FinVolution Group shares in Q1 2026, an estimated $10.2K.
  • FinVolution Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2717 holding.
  • EverSource Wealth Advisors first reported a position in FinVolution Group in Q4 2023 and has held it in 10 quarters since.
  • 129 funds tracked by Wall St. Rank held FinVolution Group as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.