Burney Company’s Voya Financial VOYA Stock Holding History

Burney Company’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	–	Sell	-3,193	Closed	-$216K	–	610
2025 Q1	$216K	Sell	3,193 -1,167	-27%	-$81.7K	0.01%	548
2024 Q4	$300K	Sell	4,360 -320	-7%	-$25K	0.01%	503
2024 Q3	$371K	Buy	4,680 +42	+0.9%	+$3K	0.01%	480
2024 Q2	$330K	Sell	4,638 -660	-12%	-$47.5K	0.01%	500
2024 Q1	$392K	Sell	5,298 -682	-11%	-$48.1K	0.01%	487
2023 Q4	$436K	Sell	5,980 -1,759	-23%	-$123K	0.02%	439
2023 Q3	$514K	Sell	7,739 -2,858	-27%	-$203K	0.02%	397
2023 Q2	$760K	Sell	10,597 -28,951	-73%	-$2.08M	0.03%	347
2023 Q1	$2.83M	Sell	39,548 -8	-0%	-$560	0.14%	182
2022 Q4	$2.43M	Sell	39,556 -3,114	-7%	-$199K	0.12%	184
2022 Q3	$2.58M	Sell	42,670 -1,781	-4%	-$109K	0.14%	169
2022 Q2	$2.65M	Buy	44,451 +311	+0.7%	+$20K	0.14%	173
2022 Q1	$2.93M	Sell	44,140 -910	-2%	-$62.1K	0.13%	185
2021 Q4	$2.99M	Buy	45,050 +697	+2%	+$45.9K	0.13%	188
2021 Q3	$2.72M	Buy	44,353 +1,753	+4%	+$112K	0.13%	189
2021 Q2	$2.62M	Buy	42,600 +4,338	+11%	+$285K	0.12%	199
2021 Q1	$2.44M	Buy	38,262 +4,105	+12%	+$247K	0.12%	197
2020 Q4	$2.01M	Buy	34,157 +1,900	+6%	+$103K	0.11%	213
2020 Q3	$1.55M	Buy	+32,257	New	+$1.59M	0.1%	235

Other funds holding VOYA

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

BlackRock New York $5.7T 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return