Coldstream Capital Management’s Voya Financial VOYA Stock Holding History

Coldstream Capital Management’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	$211K	Buy	+3,091	New	+$224K	﹤0.01%	1103
2025 Q4	–	Sell	-3,212	Closed	-$240K	–	1270
2025 Q3	$240K	Buy	3,212 +84	+3%	+$6.19K	﹤0.01%	1050
2025 Q2	$222K	Sell	3,128 -756	-19%	-$48.5K	﹤0.01%	1025
2025 Q1	$263K	Buy	3,884 +572	+17%	+$40K	0.01%	871
2024 Q4	$228K	Sell	3,312 -279	-8%	-$21.8K	﹤0.01%	955
2024 Q3	$285K	Buy	3,591 +270	+8%	+$19.3K	0.01%	864
2024 Q2	$236K	Sell	3,321 -34	-1%	-$2.45K	0.01%	866
2024 Q1	$248K	Buy	3,355 +54	+2%	+$3.81K	0.01%	850
2023 Q4	$241K	Buy	+3,301	New	+$230K	0.01%	804

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 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 $609B AUM 40.19% 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 $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coldstream Capital Management's VOYA Position: Q1 2026 in Review

Coldstream Capital Management opened a new position in Voya Financial (VOYA) in Q1 2026: 3,091 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in VOYA as recently as Q3 2025.

Coldstream Capital Management first reported a position in VOYA in Q4 2023 and has held it in 9 quarters since. The position peaked at $285K in Q3 2024. 460 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

Coldstream Capital Management held 3,091 shares of Voya Financial worth $211K as of Q1 2026.
Voya Financial was a new Coldstream Capital Management position in Q1 2026.
Voya Financial made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1103 holding.
Coldstream Capital Management first reported a position in Voya Financial in Q4 2023 and has held it in 9 quarters since.
Coldstream Capital Management's Voya Financial position peaked at $285K in Q3 2024.
460 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.