KINGSWOOD WEALTH ADVISORS, LLC

Position in FINV — FinVolution Group

CIK 1987855 SAN DIEGO, CA

Position in FINV

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$79,743

-$6,353 QoQ

Shares Held

16,648

+1.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,963,340 across 6 Credit Services names. FINV ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,924	$5,417,349
2	MA	Mastercard Inc	7,104	$3,549,584
3	COF	Capital One Financial Corp	7,949	$1,450,136
4	AXP	American Express Co	3,650	$1,104,052
5	SOFI	SoFi Technologies, Inc.	22,826	$362,476
6	FINV	FinVolution Group This page	16,648	$79,743

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$79,743	16,648	+1.1%	Shares	Sole	2026-04-28
2025-12-31	$86,096	16,462	+28.5%	Shares	Sole	2026-01-28
2025-09-30	$94,387	12,807	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.