Bank of Montreal
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Bank of Montreal’s Voya Financial VOYA Stock Holding History

Bank of Montreal’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
2023
Q1 		– Sell
-112,500
Closed -$6.92M – 4207
2022
Q4 		$6.92M Buy
112,500
+97,700
+660% +$6.26M ﹤0.01% 1144
2022
Q3 		$923 Buy
+14,800
New +$905K ﹤0.01% 2232

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bank of Montreal's VOYA Position: Q2 2026 in Review

Bank of Montreal increased its Voya Financial (VOYA) stake by 10% in Q2 2026, buying an estimated $111K and bringing the position to 14,718 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Bank of Montreal first reported a position in VOYA in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.7M in Q4 2020. 338 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Bank of Montreal held 14,718 shares of Voya Financial worth $1.33M as of Q2 2026.
  • Bank of Montreal bought 1,366 Voya Financial shares in Q2 2026, an estimated $111K.
  • Voya Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1941 holding.
  • Bank of Montreal first reported a position in Voya Financial in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Voya Financial position peaked at $30.7M in Q4 2020.
  • 338 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.