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Clearstead Trust’s Voya Financial VOYA Stock Holding History

Clearstead Trust’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 		$20.3K Buy
224
+20
+10% +$1.63K ﹤0.01% 460
2026
Q1 		$13.9K Sell
204
-32
-14% -$2.32K ﹤0.01% 500
2025
Q4 		$17.6K Sell
236
-72
-23% -$5.25K ﹤0.01% 469
2025
Q3 		$23K Buy
308
+104
+51% +$7.67K ﹤0.01% 414
2025
Q2 		$14.5K Buy
204
+56
+38% +$3.59K ﹤0.01% 503
2025
Q1 		$10K Buy
+148
New +$10.4K ﹤0.01% 465

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 Trust's VOYA Position: Q2 2026 in Review

Clearstead Trust increased its Voya Financial (VOYA) stake by 9.8% in Q2 2026, buying an estimated $1.63K and bringing the position to 224 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Clearstead Trust first reported a position in VOYA in Q1 2025 and has held it in 6 quarters since. The position peaked at $23K in Q3 2025. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Clearstead Trust held 224 shares of Voya Financial worth $20.3K as of Q2 2026.
  • Clearstead Trust bought 20 Voya Financial shares in Q2 2026, an estimated $1.63K.
  • Voya Financial made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #460 holding.
  • Clearstead Trust first reported a position in Voya Financial in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Voya Financial position peaked at $23K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

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