AIFS
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A&I Financial Services’s Voya Financial VOYA Stock Holding History

A&I Financial Services’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$960K Buy
10,608
+1,089
+11% +$88.7K 0.42% 31
2026
Q1 		$650K Buy
9,519
+371
+4% +$26.9K 0.31% 45
2025
Q4 		$681K Buy
9,148
+615
+7% +$44.8K 0.32% 45
2025
Q3 		$633K Sell
8,533
-45
-0.5% -$3.32K 0.31% 41
2025
Q2 		$609K Buy
8,578
+478
+6% +$30.7K 0.34% 36
2025
Q1 		$549K Buy
8,100
+2,414
+42% +$169K 0.37% 39
2024
Q4 		$391K Buy
+5,686
New +$444K 0.38% 46

Other funds holding VOYA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return