Avalon Trust’s Voya Financial VOYA Stock Holding History

Avalon Trust’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
2025 Q1	–	Sell	-70	Closed	-$4.82K	–	506
2024 Q4	$4.82K	Buy	+70	New	+$5.47K	﹤0.01%	357

Other funds holding VOYA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avalon Trust's VOYA Position: Q1 2025 in Review

Avalon Trust sold out of Voya Financial (VOYA) in Q1 2025, closing a stake of 70 shares — an estimated $4.82K sold.

Avalon Trust first reported a position in VOYA in Q4 2024 and held it in 1 quarter. The position peaked at $4.82K in Q4 2024. 434 funds tracked by Wall St. Rank hold VOYA as of Q1 2025.

Avalon Trust reported no remaining Voya Financial position as of Q1 2025 after selling out during the quarter.
Avalon Trust sold 70 Voya Financial shares in Q1 2025, an estimated $4.82K.
Avalon Trust first reported a position in Voya Financial in Q4 2024 and held it in 1 quarter.
Avalon Trust's Voya Financial position peaked at $4.82K in Q4 2024.
434 funds tracked by Wall St. Rank held Voya Financial as of Q1 2025.

Based on Avalon Trust's 13F filing for Q1 2025, filed 9 May 2025.