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HB Wealth Management’s Voya Financial VOYA Stock Holding History

HB Wealth 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
Q2 		$573K Buy
6,328
+2,435
+63% +$198K ﹤0.01% 1032
2026
Q1 		$266K Buy
3,893
+1,156
+42% +$83.8K ﹤0.01% 1296
2025
Q4 		$204K Buy
+2,737
New +$199K ﹤0.01% 1321

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

HB Wealth Management's VOYA Position: Q2 2026 in Review

HB Wealth Management increased its Voya Financial (VOYA) stake by 63% in Q2 2026, buying an estimated $198K and bringing the position to 6,328 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

HB Wealth Management first reported a position in VOYA in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • HB Wealth Management held 6,328 shares of Voya Financial worth $573K as of Q2 2026.
  • HB Wealth Management bought 2,435 Voya Financial shares in Q2 2026, an estimated $198K.
  • Voya Financial made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1032 holding.
  • HB Wealth Management first reported a position in Voya Financial in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.