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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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fulcrum Asset Management's VOYA Position: Q1 2026 in Review

Fulcrum Asset Management increased its Voya Financial (VOYA) stake by 4.7% in Q1 2026, buying an estimated $4.57K and bringing the position to 1,410 shares worth $94.3K. The position accounts for 0.01% of the portfolio, ranked #168.

Fulcrum Asset Management first reported a position in VOYA in Q2 2025 and has held it in 4 quarters since. The position peaked at $104K in Q3 2025. 457 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

  • Fulcrum Asset Management held 1,410 shares of Voya Financial worth $94.3K as of Q1 2026.
  • Fulcrum Asset Management bought 63 Voya Financial shares in Q1 2026, an estimated $4.57K.
  • Voya Financial made up 0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #168 holding.
  • Fulcrum Asset Management first reported a position in Voya Financial in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Voya Financial position peaked at $104K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.