AWM
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AE Wealth Management’s Voya Financial VOYA Stock Holding History

AE Wealth Management’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 		$393K Buy
4,344
+359
+9% +$29.2K ﹤0.01% 1345
2026
Q1 		$272K Buy
3,985
+520
+15% +$37.7K ﹤0.01% 1438
2025
Q4 		$258K Buy
3,465
+59
+2% +$4.3K ﹤0.01% 1386
2025
Q3 		$255K Sell
3,406
-25
-0.7% -$1.84K ﹤0.01% 1262
2025
Q2 		$244K Sell
3,431
-472
-12% -$30.3K ﹤0.01% 1212
2025
Q1 		$265K Sell
3,903
-1,719
-31% -$120K ﹤0.01% 1139
2024
Q4 		$387K Buy
5,622
+2,701
+92% +$211K ﹤0.01% 991
2024
Q3 		$231K Buy
+2,921
New +$208K ﹤0.01% 1123
2024
Q2 		– Sell
-2,763
Closed -$204K – 1282
2024
Q1 		$204K Sell
2,763
-129
-4% -$9.09K ﹤0.01% 1086
2023
Q4 		$209K Buy
+2,892
New +$202K ﹤0.01% 1873

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AE Wealth Management's VOYA Position: Q2 2026 in Review

AE Wealth Management increased its Voya Financial (VOYA) stake by 9% in Q2 2026, buying an estimated $29.2K and bringing the position to 4,344 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

AE Wealth Management first reported a position in VOYA in Q4 2023 and has held it in 10 quarters since. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • AE Wealth Management held 4,344 shares of Voya Financial worth $393K as of Q2 2026.
  • AE Wealth Management bought 359 Voya Financial shares in Q2 2026, an estimated $29.2K.
  • Voya Financial made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1345 holding.
  • AE Wealth Management first reported a position in Voya Financial in Q4 2023 and has held it in 10 quarters since.
  • 511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.