EWA
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EverSource Wealth Advisors’s Voya Financial VOYA Stock Holding History

EverSource 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 		$89.1K Buy
984
+19
+2% +$1.55K ﹤0.01% 1445
2026
Q1 		$65.9K Buy
965
+70
+8% +$5.07K ﹤0.01% 1691
2025
Q4 		$66.7K Buy
895
+278
+45% +$20.3K ﹤0.01% 1554
2025
Q3 		$46.2K Buy
617
+66
+12% +$4.87K ﹤0.01% 1768
2025
Q2 		$39.1K Buy
551
+475
+625% +$30.5K ﹤0.01% 1784
2025
Q1 		$5.15K Sell
76
-88
-54% -$6.16K ﹤0.01% 2479
2024
Q4 		$11.3K Buy
164
+107
+188% +$8.36K ﹤0.01% 1922
2024
Q3 		$4.52K Buy
57
+7
+14% +$500 ﹤0.01% 2266
2024
Q2 		$3.64K Sell
50
-347
-87% -$25K ﹤0.01% 2329
2024
Q1 		$27.1K Buy
397
+48
+14% +$3.38K ﹤0.01% 1222
2023
Q4 		$25.5K Hold
349
– – ﹤0.01% 1135
2023
Q3 		$23.2K Sell
349
-6
-2% -$427 ﹤0.01% 1072
2023
Q2 		$25.5K Sell
355
-119
-25% -$8.54K ﹤0.01% 1058
2023
Q1 		$33.9K Buy
474
+254
+115% +$17.8K ﹤0.01% 919
2022
Q4 		$13.5K Hold
220
– – ﹤0.01% 1214
2022
Q3 		$13K Buy
+220
New +$13.5K ﹤0.01% 1056

Other funds holding VOYA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Voya Financial (VOYA) stake by 2% in Q2 2026, buying an estimated $1.55K and bringing the position to 984 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

EverSource Wealth Advisors first reported a position in VOYA in Q3 2022 and has held it in 16 quarters since. 189 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • EverSource Wealth Advisors held 984 shares of Voya Financial worth $89.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 19 Voya Financial shares in Q2 2026, an estimated $1.55K.
  • Voya Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1445 holding.
  • EverSource Wealth Advisors first reported a position in Voya Financial in Q3 2022 and has held it in 16 quarters since.
  • 189 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.