Evergreen Capital Management’s Voya Financial VOYA Stock Holding History

Evergreen Capital Management’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	$549K	Buy	6,060 +162	+3%	+$13.2K	0.01%	849
2026 Q1	$403K	Buy	5,898 +3,062	+108%	+$222K	0.01%	925
2025 Q4	$211K	Sell	2,836 -930	-25%	-$67.8K	﹤0.01%	1283
2025 Q3	$282K	Buy	+3,766	New	+$278K	0.01%	1022
2025 Q2	–	Sell	-3,079	Closed	-$209K	–	1261
2025 Q1	$209K	Buy	+3,079	New	+$216K	0.01%	978
2024 Q3	–	Sell	-2,971	Closed	-$211K	–	1071
2024 Q2	$211K	Buy	+2,971	New	+$214K	0.01%	838

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

Evergreen Capital Management's VOYA Position: Q2 2026 in Review

Evergreen Capital Management increased its Voya Financial (VOYA) stake by 2.7% in Q2 2026, buying an estimated $13.2K and bringing the position to 6,060 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #849.

Evergreen Capital Management first reported a position in VOYA in Q2 2024 and has held it in 6 quarters since. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

Evergreen Capital Management held 6,060 shares of Voya Financial worth $549K as of Q2 2026.
Evergreen Capital Management bought 162 Voya Financial shares in Q2 2026, an estimated $13.2K.
Voya Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #849 holding.
Evergreen Capital Management first reported a position in Voya Financial in Q2 2024 and has held it in 6 quarters since.
511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.