KWA
FINV

Kingswood Wealth Advisors’s FinVolution Group FINV Stock Holding History

Kingswood 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 		$59.3K Sell
12,390
-4,258
-26% -$21.1K ﹤0.01% 981
2026
Q1 		$79.7K Buy
16,648
+186
+1% +$986 ﹤0.01% 911
2025
Q4 		$86.1K Buy
16,462
+3,655
+29% +$21.5K ﹤0.01% 854
2025
Q3 		$94.4K Buy
+12,807
New +$112K 0.01% 783

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

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

Kingswood Wealth Advisors reduced its FinVolution Group (FINV) stake by 26% in Q2 2026, selling an estimated $21.1K and leaving 12,390 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Kingswood Wealth Advisors first reported a position in FINV in Q3 2025 and has held it in 4 quarters since. The position peaked at $94.4K in Q3 2025. 124 funds tracked by Wall St. Rank hold FINV as of Q2 2026.

  • Kingswood Wealth Advisors held 12,390 shares of FinVolution Group worth $59.3K as of Q2 2026.
  • Kingswood Wealth Advisors sold 4,258 FinVolution Group shares in Q2 2026, an estimated $21.1K.
  • FinVolution Group made up ﹤0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #981 holding.
  • Kingswood Wealth Advisors first reported a position in FinVolution Group in Q3 2025 and has held it in 4 quarters since.
  • Kingswood Wealth Advisors's FinVolution Group position peaked at $94.4K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held FinVolution Group as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.