Caprock Group’s Voya Financial VOYA Stock Holding History

Caprock Group’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	$245K	Buy	+3,583	New	+$260K	0.01%	984
2025 Q4	–	Sell	-7,464	Closed	-$566K	–	1301
2025 Q3	$566K	Buy	+7,464	New	+$550K	0.01%	761
2025 Q1	$431K	Buy	6,362 +1,106	+21%	+$77.4K	0.01%	777
2024 Q4	$362K	Sell	5,256 -271	-5%	-$21.2K	0.01%	730
2024 Q3	$438K	Sell	5,527 -51	-0.9%	-$3.64K	0.02%	617
2024 Q2	$397K	Buy	+5,578	New	+$401K	0.02%	608
2023 Q4	–	Sell	-3,067	Closed	-$204K	–	721
2023 Q3	$204K	Buy	+3,067	New	+$218K	0.02%	607

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

Caprock Group's VOYA Position: Q1 2026 in Review

Caprock Group opened a new position in Voya Financial (VOYA) in Q1 2026: 3,583 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: Caprock Group previously reported a position in VOYA as recently as Q3 2025.

Caprock Group first reported a position in VOYA in Q3 2023 and has held it in 7 quarters since. The position peaked at $566K in Q3 2025. 457 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

Caprock Group held 3,583 shares of Voya Financial worth $245K as of Q1 2026.
Voya Financial was a new Caprock Group position in Q1 2026.
Voya Financial made up 0.01% of Caprock Group's portfolio in Q1 2026, its #984 holding.
Caprock Group first reported a position in Voya Financial in Q3 2023 and has held it in 7 quarters since.
Caprock Group's Voya Financial position peaked at $566K in Q3 2025.
457 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.