Creative Planning
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Creative Planning’s Voya Financial VOYA Stock Holding History

Creative Planning’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 		$3.32M Buy
36,663
+12,700
+53% +$1.03M ﹤0.01% 1704
2026
Q1 		$1.64M Buy
23,963
+9,493
+66% +$688K ﹤0.01% 2068
2025
Q4 		$1.08M Sell
14,470
-278
-2% -$20.3K ﹤0.01% 2217
2025
Q3 		$1.1M Buy
14,748
+5,693
+63% +$420K ﹤0.01% 2024
2025
Q2 		$643K Buy
9,055
+2,791
+45% +$179K ﹤0.01% 2246
2025
Q1 		$424K Buy
6,264
+22
+0.4% +$1.54K ﹤0.01% 2447
2024
Q4 		$430K Sell
6,242
-405
-6% -$31.6K ﹤0.01% 2366
2024
Q3 		$527K Sell
6,647
-569
-8% -$40.6K ﹤0.01% 2061
2024
Q2 		$513K Buy
7,216
+958
+15% +$69K ﹤0.01% 1916
2024
Q1 		$463K Sell
6,258
-953
-13% -$67.2K ﹤0.01% 1909
2023
Q4 		$526K Sell
7,211
-2,489
-26% -$174K ﹤0.01% 1687
2023
Q3 		$645K Buy
9,700
+243
+3% +$17.3K ﹤0.01% 1396
2023
Q2 		$678K Sell
9,457
-695
-7% -$49.9K ﹤0.01% 1368
2023
Q1 		$725K Buy
10,152
+6,017
+146% +$421K ﹤0.01% 1248
2022
Q4 		$254K Buy
+4,135
New +$265K ﹤0.01% 1840
2017
Q3 		– Sell
-200
Closed -$7K – 3671
2017
Q2 		$7K Sell
200
-510
-72% -$18.6K ﹤0.01% 3847
2017
Q1 		$27K Sell
710
-140
-16% -$5.64K ﹤0.01% 2927
2016
Q4 		$33K Buy
850
+650
+325% +$22.9K ﹤0.01% 2729
2016
Q3 		$6K Hold
200
– – ﹤0.01% 3830
2016
Q2 		$5K Sell
200
-60
-23% -$1.83K ﹤0.01% 3669
2016
Q1 		$8K Sell
260
-91
-26% -$2.75K ﹤0.01% 3351
2015
Q4 		$13K Buy
351
+151
+76% +$5.98K ﹤0.01% 3142
2015
Q3 		$8K Sell
200
-40,440
-100% -$1.78M ﹤0.01% 3367
2015
Q2 		$1.89M Buy
40,640
+40,240
+10,060% +$1.81M 0.02% 303
2015
Q1 		$17K Buy
400
+118
+42% +$4.97K ﹤0.01% 2851
2014
Q4 		$12K Buy
+282
New +$11.3K ﹤0.01% 3025
2013
Q3 		– Sell
-25
Closed -$1K – 3367
2013
Q2 		$1K Buy
+25
New +$642 ﹤0.01% 2982

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

Creative Planning's VOYA Position: Q2 2026 in Review

Creative Planning increased its Voya Financial (VOYA) stake by 53% in Q2 2026, buying an estimated $1.03M and bringing the position to 36,663 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Creative Planning first reported a position in VOYA in Q2 2013 and has held it in 27 quarters since. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Creative Planning held 36,663 shares of Voya Financial worth $3.32M as of Q2 2026.
  • Creative Planning bought 12,700 Voya Financial shares in Q2 2026, an estimated $1.03M.
  • Voya Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1704 holding.
  • Creative Planning first reported a position in Voya Financial in Q2 2013 and has held it in 27 quarters since.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.