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GoalVest Advisory’s Voya Financial VOYA Stock Holding History

GoalVest Advisory’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
Q3 		$4.06K Buy
+43
New +$4.28K ﹤0.01% 593
2026
Q1 		– Sell
-86
Closed -$6.41K – 547
2025
Q4 		$6.41K Buy
+86
New +$6.26K ﹤0.01% 453

Other funds holding VOYA

DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GoalVest Advisory's VOYA Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Voya Financial (VOYA) in Q3 2026: 43 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in VOYA as recently as Q4 2025.

GoalVest Advisory first reported a position in VOYA in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.41K in Q4 2025. 14 funds tracked by Wall St. Rank hold VOYA as of Q3 2026.

  • GoalVest Advisory held 43 shares of Voya Financial worth $4.06K as of Q3 2026.
  • Voya Financial was a new GoalVest Advisory position in Q3 2026.
  • Voya Financial made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #593 holding.
  • GoalVest Advisory first reported a position in Voya Financial in Q4 2025 and has held it in 2 quarters since.
  • GoalVest Advisory's Voya Financial position peaked at $6.41K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Voya Financial as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.