Ballentine Partners’s Voya Financial VOYA Stock Holding History

Ballentine Partners’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 Q1	–	Sell	-3,167	Closed	-$236K	–	1088
2025 Q4	$236K	Buy	+3,167	New	+$231K	﹤0.01%	841

Other funds holding VOYA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Ballentine Partners's VOYA Position: Q1 2026 in Review

Ballentine Partners sold out of Voya Financial (VOYA) in Q1 2026, closing a stake of 3,167 shares — an estimated $236K sold.

Ballentine Partners first reported a position in VOYA in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 457 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

Ballentine Partners reported no remaining Voya Financial position as of Q1 2026 after selling out during the quarter.
Ballentine Partners sold 3,167 Voya Financial shares in Q1 2026, an estimated $236K.
Ballentine Partners first reported a position in Voya Financial in Q4 2025 and held it in 1 quarter.
Ballentine Partners's Voya Financial position peaked at $236K in Q4 2025.
457 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.