CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Voya Financial VOYA Stock Holding History

CAPTRUST Financial Advisors’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 		$1.62M Sell
17,865
-11,449
-39% -$932K ﹤0.01% 1446
2026
Q1 		$2M Buy
29,314
+20,532
+234% +$1.49M ﹤0.01% 1225
2025
Q4 		$654K Buy
8,782
+1,577
+22% +$115K ﹤0.01% 1747
2025
Q3 		$539K Buy
7,205
+493
+7% +$36.3K ﹤0.01% 1763
2025
Q2 		$477K Buy
6,712
+1,251
+23% +$80.3K ﹤0.01% 1760
2025
Q1 		$370K Sell
5,461
-468
-8% -$32.8K ﹤0.01% 1822
2024
Q4 		$408K Sell
5,929
-1,138
-16% -$88.9K ﹤0.01% 1718
2024
Q3 		$560K Sell
7,067
-707
-9% -$50.5K ﹤0.01% 1507
2024
Q2 		$553K Buy
7,774
+1,327
+21% +$95.5K ﹤0.01% 1452
2024
Q1 		$477K Buy
6,447
+221
+4% +$15.6K ﹤0.01% 1507
2023
Q4 		$454K Buy
6,226
+126
+2% +$8.79K ﹤0.01% 1802
2023
Q3 		$405K Buy
6,100
+755
+14% +$53.7K ﹤0.01% 1787
2023
Q2 		$383K Sell
5,345
-498
-9% -$35.8K ﹤0.01% 1798
2023
Q1 		$418K Buy
5,843
+65
+1% +$4.55K ﹤0.01% 1503
2022
Q4 		$355K Sell
5,778
-462
-7% -$29.6K ﹤0.01% 1534
2022
Q3 		$378K Sell
6,240
-14
-0.2% -$856 ﹤0.01% 1396
2022
Q2 		$372K Buy
6,254
+491
+9% +$31.6K ﹤0.01% 1297
2022
Q1 		$382K Sell
5,763
-98
-2% -$6.68K ﹤0.01% 1300
2021
Q4 		$389K Buy
5,861
+824
+16% +$54.3K ﹤0.01% 1241
2021
Q3 		$309K Sell
5,037
-479
-9% -$30.5K ﹤0.01% 1282
2021
Q2 		$339K Sell
5,516
-1,176
-18% -$77.3K ﹤0.01% 1194
2021
Q1 		$426K Sell
6,692
-4,915
-42% -$295K ﹤0.01% 1030
2020
Q4 		$683K Buy
11,607
+1,400
+14% +$75.9K 0.01% 730
2020
Q3 		$489K Buy
10,207
+25
+0.2% +$1.23K 0.01% 724
2020
Q2 		$466K Buy
10,182
+30
+0.3% +$1.33K 0.01% 730
2020
Q1 		$384K Sell
10,152
-975
-9% -$53.2K 0.01% 652
2019
Q4 		$681K Buy
11,127
+11,032
+11,613% +$623K 0.01% 599
2019
Q3 		$5K Hold
95
– – ﹤0.01% 1662
2019
Q2 		$5K Hold
95
– – ﹤0.01% 1660
2019
Q1 		$5K Buy
+95
New +$4.51K ﹤0.01% 1546

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

CAPTRUST Financial Advisors's VOYA Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Voya Financial (VOYA) stake by 39% in Q2 2026, selling an estimated $932K and leaving 17,865 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

CAPTRUST Financial Advisors first reported a position in VOYA in Q1 2019 and has held it in 30 quarters since. The position peaked at $2M in Q1 2026. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • CAPTRUST Financial Advisors held 17,865 shares of Voya Financial worth $1.62M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 11,449 Voya Financial shares in Q2 2026, an estimated $932K.
  • Voya Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1446 holding.
  • CAPTRUST Financial Advisors first reported a position in Voya Financial in Q1 2019 and has held it in 30 quarters since.
  • CAPTRUST Financial Advisors's Voya Financial position peaked at $2M in Q1 2026.
  • 511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.