BerganKDV Wealth Management’s Voya Financial VOYA Stock Holding History

BerganKDV Wealth Management’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 Q2	$2.37K	Hold	33	–	–	﹤0.01%	674
2023 Q1	$2.36K	Hold	33	–	–	﹤0.01%	804
2022 Q4	$2.03K	Sell	33 -1	-3%	-$64	﹤0.01%	798
2022 Q3	$2K	Sell	34 -1	-3%	-$61	﹤0.01%	840
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	858
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	883
2021 Q4	$2K	Hold	35	–	–	﹤0.01%	942
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	919
2021 Q2	$2K	Hold	35	–	–	﹤0.01%	858
2021 Q1	$2K	Hold	35	–	–	﹤0.01%	814
2020 Q4	$2K	Sell	35 -14	-29%	-$759	﹤0.01%	808
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	733
2020 Q2	$2K	Buy	49 +26	+113%	+$1.16K	﹤0.01%	793
2020 Q1	$1K	Buy	23 +14	+156%	+$763	﹤0.01%	893
2019 Q4	$1K	Buy	+9	New	+$508	﹤0.01%	906

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BerganKDV Wealth Management's VOYA Position: Q2 2023 in Review

BerganKDV Wealth Management held its Voya Financial (VOYA) position steady in Q2 2023 at 33 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

BerganKDV Wealth Management first reported a position in VOYA in Q4 2019 and has held it in 15 quarters since. 366 funds tracked by Wall St. Rank hold VOYA as of Q2 2023.

BerganKDV Wealth Management held 33 shares of Voya Financial worth $2.37K as of Q2 2023.
BerganKDV Wealth Management left its Voya Financial share count unchanged in Q2 2023.
Voya Financial made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #674 holding.
BerganKDV Wealth Management first reported a position in Voya Financial in Q4 2019 and has held it in 15 quarters since.
366 funds tracked by Wall St. Rank held Voya Financial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.