CA
VOYA icon

Clearstead Advisors’s Voya Financial VOYA Stock Holding History

Clearstead 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 		$42.4K Buy
468
+137
+41% +$11.2K ﹤0.01% 1552
2026
Q1 		$22.6K Sell
331
-1,456
-81% -$106K ﹤0.01% 1429
2025
Q4 		$133K Buy
1,787
+1,103
+161% +$80.4K ﹤0.01% 1038
2025
Q3 		$51.2K Buy
684
+46
+7% +$3.39K ﹤0.01% 1272
2025
Q2 		$45.3K Buy
638
+343
+116% +$22K ﹤0.01% 1318
2025
Q1 		$20K Hold
295
– – ﹤0.01% 1425
2024
Q4 		$20.3K Hold
295
– – ﹤0.01% 1384
2024
Q3 		$23.4K Hold
295
– – ﹤0.01% 1380
2024
Q2 		$21K Hold
295
– – ﹤0.01% 1368
2024
Q1 		$21.7K Hold
295
– – ﹤0.01% 935
2023
Q4 		$21.5K Sell
295
-195
-40% -$13.6K ﹤0.01% 927
2023
Q3 		$32.6K Buy
+490
New +$34.9K ﹤0.01% 804

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

Clearstead Advisors's VOYA Position: Q2 2026 in Review

Clearstead Advisors increased its Voya Financial (VOYA) stake by 41% in Q2 2026, buying an estimated $11.2K and bringing the position to 468 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Clearstead Advisors first reported a position in VOYA in Q3 2023 and has held it in 12 quarters since. The position peaked at $133K in Q4 2025. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Clearstead Advisors held 468 shares of Voya Financial worth $42.4K as of Q2 2026.
  • Clearstead Advisors bought 137 Voya Financial shares in Q2 2026, an estimated $11.2K.
  • Voya Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1552 holding.
  • Clearstead Advisors first reported a position in Voya Financial in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's Voya Financial position peaked at $133K in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.