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Elevation Wealth Partners’s Voya Financial VOYA Stock Holding History

Elevation Wealth Partners’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
Q3 		$12.1K Buy
128
+67
+110% +$6.66K ﹤0.01% 828
2026
Q2 		$5.52K Hold
61
– – ﹤0.01% 993
2026
Q1 		$4.17K Buy
61
+59
+2,950% +$4.28K ﹤0.01% 755
2025
Q4 		$149 Buy
+2
New +$146 ﹤0.01% 942

Other funds holding VOYA

DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's VOYA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Voya Financial (VOYA) stake by 110% in Q3 2026, buying an estimated $6.66K and bringing the position to 128 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Elevation Wealth Partners first reported a position in VOYA in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold VOYA as of Q3 2026.

  • Elevation Wealth Partners held 128 shares of Voya Financial worth $12.1K as of Q3 2026.
  • Elevation Wealth Partners bought 67 Voya Financial shares in Q3 2026, an estimated $6.66K.
  • Voya Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #828 holding.
  • Elevation Wealth Partners first reported a position in Voya Financial in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Voya Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.