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EP Wealth Advisors’s Voya Financial VOYA Stock Holding History

EP Wealth 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 		$612K Buy
6,764
+1,586
+31% +$129K ﹤0.01% 947
2026
Q1 		$354K Sell
5,178
-499
-9% -$36.2K ﹤0.01% 1074
2025
Q4 		$423K Buy
+5,677
New +$414K ﹤0.01% 956
2025
Q2 		$358K Buy
5,041
+352
+8% +$22.6K ﹤0.01% 924
2025
Q1 		$318K Buy
4,689
+228
+5% +$16K ﹤0.01% 889
2024
Q4 		$307K Buy
4,461
+361
+9% +$28.2K ﹤0.01% 862
2024
Q3 		$325K Buy
+4,100
New +$293K ﹤0.01% 825

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

EP Wealth Advisors's VOYA Position: Q2 2026 in Review

EP Wealth Advisors increased its Voya Financial (VOYA) stake by 31% in Q2 2026, buying an estimated $129K and bringing the position to 6,764 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

EP Wealth Advisors first reported a position in VOYA in Q3 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • EP Wealth Advisors held 6,764 shares of Voya Financial worth $612K as of Q2 2026.
  • EP Wealth Advisors bought 1,586 Voya Financial shares in Q2 2026, an estimated $129K.
  • Voya Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #947 holding.
  • EP Wealth Advisors first reported a position in Voya Financial in Q3 2024 and has held it in 7 quarters since.
  • 511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

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