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Compass Ion Advisors’s Voya Financial VOYA Stock Holding History

Compass Ion 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 		– Sell
-4,770
Closed -$326K – 305
2026
Q1 		$326K Sell
4,770
-1,280
-21% -$92.7K 0.03% 218
2025
Q4 		$451K Buy
+6,050
New +$441K 0.04% 184

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

Compass Ion Advisors's VOYA Position: Q2 2026 in Review

Compass Ion Advisors sold out of Voya Financial (VOYA) in Q2 2026, closing a stake of 4,770 shares — an estimated $326K sold.

Compass Ion Advisors first reported a position in VOYA in Q4 2025 and held it in 2 quarters. The position peaked at $451K in Q4 2025. 513 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Compass Ion Advisors reported no remaining Voya Financial position as of Q2 2026 after selling out during the quarter.
  • Compass Ion Advisors sold 4,770 Voya Financial shares in Q2 2026, an estimated $326K.
  • Compass Ion Advisors first reported a position in Voya Financial in Q4 2025 and held it in 2 quarters.
  • Compass Ion Advisors's Voya Financial position peaked at $451K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.