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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Compass Ion Advisors's VOYA Position: Q1 2026 in Review

Compass Ion Advisors reduced its Voya Financial (VOYA) stake by 21% in Q1 2026, selling an estimated $92.7K and leaving 4,770 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #218.

Compass Ion Advisors first reported a position in VOYA in Q4 2025 and has held it in 2 quarters since. The position peaked at $451K in Q4 2025. 457 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

  • Compass Ion Advisors held 4,770 shares of Voya Financial worth $326K as of Q1 2026.
  • Compass Ion Advisors sold 1,280 Voya Financial shares in Q1 2026, an estimated $92.7K.
  • Voya Financial made up 0.03% of Compass Ion Advisors's portfolio in Q1 2026, its #218 holding.
  • Compass Ion Advisors first reported a position in Voya Financial in Q4 2025 and has held it in 2 quarters since.
  • Compass Ion Advisors's Voya Financial position peaked at $451K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.