Diversified Trust’s Voya Financial VOYA Stock Holding History

Diversified 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	–	Sell	-5,062	Closed	-$346K	–	1208
2026 Q1	$346K	Sell	5,062 -5,411	-52%	-$392K	0.01%	800
2025 Q4	$780K	Buy	10,473 +3,270	+45%	+$238K	0.01%	518
2025 Q3	$539K	Buy	+7,203	New	+$531K	0.01%	614
2016 Q3	–	Sell	-22,280	Closed	-$552K	–	360
2016 Q2	$552K	Hold	22,280	–	–	0.06%	228
2016 Q1	$663K	Buy	22,280 +2,005	+10%	+$60.7K	0.07%	207
2015 Q4	$748K	Buy	20,275 +2,745	+16%	+$109K	0.08%	211
2015 Q3	$680K	Hold	17,530	–	–	0.07%	225
2015 Q2	$815K	Hold	17,530	–	–	0.08%	236
2015 Q1	$756K	Buy	17,530 +1,320	+8%	+$55.6K	0.07%	259
2014 Q4	$687K	Buy	+16,210	New	+$648K	0.06%	279

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diversified Trust's VOYA Position: Q2 2026 in Review

Diversified Trust sold out of Voya Financial (VOYA) in Q2 2026, closing a stake of 5,062 shares — an estimated $346K sold.

Diversified Trust first reported a position in VOYA in Q4 2014 and held it in 10 quarters. The position peaked at $815K in Q2 2015. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

Diversified Trust reported no remaining Voya Financial position as of Q2 2026 after selling out during the quarter.
Diversified Trust sold 5,062 Voya Financial shares in Q2 2026, an estimated $346K.
Diversified Trust first reported a position in Voya Financial in Q4 2014 and held it in 10 quarters.
Diversified Trust's Voya Financial position peaked at $815K in Q2 2015.
511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.