PWA
FINV

Physician Wealth Advisors’s FinVolution Group FINV Stock Holding History

Physician 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
2025
Q4 		– Sell
-130
Closed -$959 – 2080
2025
Q3 		$959 Hold
130
– – ﹤0.01% 1609
2025
Q2 		$1.23K Buy
+130
New +$1.11K ﹤0.01% 1260

Other funds holding FINV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Physician Wealth Advisors's FINV Position: Q4 2025 in Review

Physician Wealth Advisors sold out of FinVolution Group (FINV) in Q4 2025, closing a stake of 130 shares — an estimated $959 sold.

Physician Wealth Advisors first reported a position in FINV in Q2 2025 and held it in 2 quarters. The position peaked at $1.23K in Q2 2025. 157 funds tracked by Wall St. Rank hold FINV as of Q4 2025.

  • Physician Wealth Advisors reported no remaining FinVolution Group position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 130 FinVolution Group shares in Q4 2025, an estimated $959.
  • Physician Wealth Advisors first reported a position in FinVolution Group in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's FinVolution Group position peaked at $1.23K in Q2 2025.
  • 157 funds tracked by Wall St. Rank held FinVolution Group as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.