IWS
FINV

Intentional Wealth Strategies’s FinVolution Group FINV Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-248
Closed -$1.19K – 365
2026
Q1 		$1.19K Buy
+248
New +$1.31K ﹤0.01% 741

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

Intentional Wealth Strategies's FINV Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of FinVolution Group (FINV) in Q2 2026, closing a stake of 248 shares — an estimated $1.19K sold.

Intentional Wealth Strategies first reported a position in FINV in Q1 2026 and held it in 1 quarter. The position peaked at $1.19K in Q1 2026. 125 funds tracked by Wall St. Rank hold FINV as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining FinVolution Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 248 FinVolution Group shares in Q2 2026, an estimated $1.19K.
  • Intentional Wealth Strategies first reported a position in FinVolution Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's FinVolution Group position peaked at $1.19K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held FinVolution Group as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.