Forum Financial Management’s Voya Financial VOYA Stock Holding History

Forum Financial 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 Q1	–	Sell	-4,471	Closed	-$333K	–	975
2025 Q4	$333K	Buy	4,471 +6	+0.1%	+$437	﹤0.01%	692
2025 Q3	$334K	Buy	4,465 +410	+10%	+$30.2K	﹤0.01%	675
2025 Q2	$288K	Buy	4,055 +346	+9%	+$22.2K	﹤0.01%	697
2025 Q1	$251K	Buy	3,709 +12	+0.3%	+$840	﹤0.01%	694
2024 Q4	$254K	Hold	3,697	–	–	﹤0.01%	715
2024 Q3	$293K	Sell	3,697 -7	-0.2%	-$500	﹤0.01%	532
2024 Q2	$264K	Buy	3,704 +13	+0.4%	+$936	﹤0.01%	535
2024 Q1	$273K	Hold	3,691	–	–	﹤0.01%	541
2023 Q4	$269K	Hold	3,691	–	–	0.01%	503
2023 Q3	$245K	Hold	3,691	–	–	0.01%	496
2023 Q2	$265K	Hold	3,691	–	–	0.01%	485
2023 Q1	$264K	Hold	3,691	–	–	0.01%	448
2022 Q4	$227K	Hold	3,691	–	–	0.01%	498
2022 Q3	$223K	Hold	3,691	–	–	0.01%	463
2022 Q2	$220K	Hold	3,691	–	–	0.01%	476
2022 Q1	$244K	Hold	3,691	–	–	0.01%	482
2021 Q4	$245K	Buy	+3,691	New	+$243K	0.01%	518

Other funds holding VOYA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Forum Financial Management's VOYA Position: Q1 2026 in Review

Forum Financial Management sold out of Voya Financial (VOYA) in Q1 2026, closing a stake of 4,471 shares — an estimated $333K sold.

Forum Financial Management first reported a position in VOYA in Q4 2021 and held it in 17 quarters. The position peaked at $334K in Q3 2025. 457 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

Forum Financial Management reported no remaining Voya Financial position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,471 Voya Financial shares in Q1 2026, an estimated $333K.
Forum Financial Management first reported a position in Voya Financial in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Voya Financial position peaked at $334K in Q3 2025.
457 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.