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BFC Planning, Inc.’s Voya Financial VOYA Stock Holding History

BFC Planning, Inc.’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 		$9.18K Buy
101
+23
+29% +$1.87K ﹤0.01% 2412
2026
Q1 		$5.33K Buy
78
+1
+1% +$72 ﹤0.01% 2286
2025
Q4 		$5.77K Sell
77
-52
-40% -$3.79K ﹤0.01% 2299
2025
Q3 		$9.6K Buy
129
+77
+148% +$5.68K ﹤0.01% 1946
2025
Q2 		$3.69K Hold
52
– – ﹤0.01% 2157
2025
Q1 		$3.52K Hold
52
– – ﹤0.01% 2148
2024
Q4 		$3.58K Buy
+52
New +$4.06K ﹤0.01% 2110

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s VOYA Position: Q2 2026 in Review

BFC Planning, Inc. increased its Voya Financial (VOYA) stake by 29% in Q2 2026, buying an estimated $1.87K and bringing the position to 101 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

BFC Planning, Inc. first reported a position in VOYA in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.6K in Q3 2025. 515 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • BFC Planning, Inc. held 101 shares of Voya Financial worth $9.18K as of Q2 2026.
  • BFC Planning, Inc. bought 23 Voya Financial shares in Q2 2026, an estimated $1.87K.
  • Voya Financial made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2412 holding.
  • BFC Planning, Inc. first reported a position in Voya Financial in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Voya Financial position peaked at $9.6K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.