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
Q2 		$12K Sell
2,495
-501
-17% -$2.48K ﹤0.01% 2798
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 $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's FINV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its FinVolution Group (FINV) stake by 17% in Q2 2026, selling an estimated $2.48K and leaving 2,495 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

EverSource Wealth Advisors first reported a position in FINV in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4K in Q1 2026. 125 funds tracked by Wall St. Rank hold FINV as of Q2 2026.

  • EverSource Wealth Advisors held 2,495 shares of FinVolution Group worth $12K as of Q2 2026.
  • EverSource Wealth Advisors sold 501 FinVolution Group shares in Q2 2026, an estimated $2.48K.
  • FinVolution Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2798 holding.
  • EverSource Wealth Advisors first reported a position in FinVolution Group in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's FinVolution Group position peaked at $14.4K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held FinVolution Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.