Evolve Private Wealth’s Voya Financial VOYA Stock Holding History

Evolve Private Wealth’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	-4,257	Closed	-$291K	–	1236
2026 Q1	$291K	Buy	+4,257	New	+$308K	0.02%	799

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's VOYA Position: Q2 2026 in Review

Evolve Private Wealth sold out of Voya Financial (VOYA) in Q2 2026, closing a stake of 4,257 shares — an estimated $291K sold.

Evolve Private Wealth first reported a position in VOYA in Q1 2026 and held it in 1 quarter. The position peaked at $291K in Q1 2026. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

Evolve Private Wealth reported no remaining Voya Financial position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 4,257 Voya Financial shares in Q2 2026, an estimated $291K.
Evolve Private Wealth first reported a position in Voya Financial in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's Voya Financial position peaked at $291K in Q1 2026.
514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

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