KPWS
FINV

Kestra Private Wealth Services’s FinVolution Group FINV Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-18,442
Closed -$96.5K – 1809
2025
Q4 		$96.5K Sell
18,442
-37,411
-67% -$220K ﹤0.01% 1654
2025
Q3 		$412K Buy
55,853
+41,434
+287% +$363K 0.01% 1201
2025
Q2 		$137K Buy
+14,419
New +$123K ﹤0.01% 1538

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

Kestra Private Wealth Services's FINV Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of FinVolution Group (FINV) in Q1 2026, closing a stake of 18,442 shares — an estimated $96.5K sold.

Kestra Private Wealth Services first reported a position in FINV in Q2 2025 and held it in 3 quarters. The position peaked at $412K in Q3 2025. 129 funds tracked by Wall St. Rank hold FINV as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining FinVolution Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 18,442 FinVolution Group shares in Q1 2026, an estimated $96.5K.
  • Kestra Private Wealth Services first reported a position in FinVolution Group in Q2 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's FinVolution Group position peaked at $412K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held FinVolution Group as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.