AAS
VOYA icon

Avantax Advisory Services’s Voya Financial VOYA Stock Holding History

Avantax Advisory 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
2025
Q2 		$221K Buy
3,117
+101
+3% +$6.48K ﹤0.01% 2135
2025
Q1 		$204K Sell
3,016
-788
-21% -$55.2K ﹤0.01% 2097
2024
Q4 		$262K Buy
3,804
+98
+3% +$7.66K ﹤0.01% 1872
2024
Q3 		$294K Buy
3,706
+174
+5% +$12.4K ﹤0.01% 1766
2024
Q2 		$251K Buy
+3,532
New +$254K ﹤0.01% 1812

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's VOYA Position: Q2 2025 in Review

Avantax Advisory Services increased its Voya Financial (VOYA) stake by 3.3% in Q2 2025, buying an estimated $6.48K and bringing the position to 3,117 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Avantax Advisory Services first reported a position in VOYA in Q2 2024 and has held it in 5 quarters since. The position peaked at $294K in Q3 2024. 426 funds tracked by Wall St. Rank hold VOYA as of Q2 2025.

  • Avantax Advisory Services held 3,117 shares of Voya Financial worth $221K as of Q2 2025.
  • Avantax Advisory Services bought 101 Voya Financial shares in Q2 2025, an estimated $6.48K.
  • Voya Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2135 holding.
  • Avantax Advisory Services first reported a position in Voya Financial in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Voya Financial position peaked at $294K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Voya Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.