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Fulcrum Asset Management’s Voya Financial VOYA Stock Holding History

Fulcrum Asset 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
2024
Q4 		– Sell
-23,927
Closed -$1.42M – 21
2024
Q3 		$1.42M Sell
23,927
-645
-3% -$46K 3.27% 13
2024
Q2 		$1.42M Buy
+24,572
New +$1.77M 4.42% 11

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

Fulcrum Asset Management's VOYA Position: Q2 2026 in Review

Fulcrum Asset Management increased its Voya Financial (VOYA) stake by 8.1% in Q2 2026, buying an estimated $9.29K and bringing the position to 1,524 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #438.

Fulcrum Asset Management first reported a position in VOYA in Q2 2025 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Fulcrum Asset Management held 1,524 shares of Voya Financial worth $138K as of Q2 2026.
  • Fulcrum Asset Management bought 114 Voya Financial shares in Q2 2026, an estimated $9.29K.
  • Voya Financial made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #438 holding.
  • Fulcrum Asset Management first reported a position in Voya Financial in Q2 2025 and has held it in 5 quarters since.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.