SVB Wealth’s FinVolution Group FINV Stock Holding History

SVB Wealth’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 Q2	–	Sell	-10,466	Closed	-$101K	–	916
2025 Q1	$101K	Sell	10,466 -3,741	-26%	-$30.7K	﹤0.01%	405
2024 Q4	$96.5K	Buy	+14,207	New	+$91.4K	﹤0.01%	713
2024 Q3	–	Sell	-16,102	Closed	-$76.8K	–	222
2024 Q2	$76.8K	Buy	16,102 +322	+2%	+$1.57K	﹤0.01%	720
2024 Q1	$79.5K	Buy	+15,780	New	+$77.7K	﹤0.01%	820
2023 Q1	–	Sell	-16,219	Closed	-$80.4K	–	1037
2022 Q4	$80.4K	Buy	+16,219	New	+$76.2K	﹤0.01%	984
2022 Q3	–	Sell	-12,758	Closed	-$61K	–	998
2022 Q2	$61K	Buy	+12,758	New	+$51.5K	﹤0.01%	731
2021 Q4	–	Sell	-71,158	Closed	-$402K	–	867
2021 Q3	$402K	Sell	71,158 -28,234	-28%	-$186K	0.01%	675
2021 Q2	$946K	Buy	99,392 +33,146	+50%	+$251K	0.01%	399
2021 Q1	$465K	Buy	66,246 +17,742	+37%	+$94.3K	0.01%	541
2020 Q4	$129K	Buy	+48,504	New	+$103K	﹤0.01%	785

Other funds holding FINV

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

SVB Wealth's FINV Position: Q2 2025 in Review

SVB Wealth sold out of FinVolution Group (FINV) in Q2 2025, closing a stake of 10,466 shares — an estimated $101K sold.

SVB Wealth first reported a position in FINV in Q4 2020 and held it in 10 quarters. The position peaked at $946K in Q2 2021. 153 funds tracked by Wall St. Rank hold FINV as of Q2 2025.

SVB Wealth reported no remaining FinVolution Group position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 10,466 FinVolution Group shares in Q2 2025, an estimated $101K.
SVB Wealth first reported a position in FinVolution Group in Q4 2020 and held it in 10 quarters.
SVB Wealth's FinVolution Group position peaked at $946K in Q2 2021.
153 funds tracked by Wall St. Rank held FinVolution Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.