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Beacon Bridge Wealth Partners’s Voya Financial VOYA Stock Holding History

Beacon Bridge Wealth 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
Q2 		$291K Hold
3,217
– – 0.08% 94
2026
Q1 		$220K Hold
3,217
– – 0.07% 95
2025
Q4 		$240K Hold
3,217
– – 0.08% 91
2025
Q3 		$241K Buy
+3,217
New +$237K 0.09% 84

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Bridge Wealth Partners's VOYA Position: Q2 2026 in Review

Beacon Bridge Wealth Partners held its Voya Financial (VOYA) position steady in Q2 2026 at 3,217 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #94.

Beacon Bridge Wealth Partners first reported a position in VOYA in Q3 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Beacon Bridge Wealth Partners held 3,217 shares of Voya Financial worth $291K as of Q2 2026.
  • Beacon Bridge Wealth Partners left its Voya Financial share count unchanged in Q2 2026.
  • Voya Financial made up 0.08% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • Beacon Bridge Wealth Partners first reported a position in Voya Financial in Q3 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.