JFS Wealth Advisors’s Voya Financial VOYA Stock Holding History

JFS Wealth Advisors’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	$7.24K	Buy	80 +4	+5%	+$326	﹤0.01%	1145
2026 Q1	$5.19K	Sell	76 -9	-11%	-$652	﹤0.01%	1185
2025 Q4	$6.33K	Buy	85 +29	+52%	+$2.11K	﹤0.01%	1145
2025 Q3	$4.19K	Sell	56 -1	-2%	-$74	﹤0.01%	1194
2025 Q2	$4.05K	Sell	57 -43	-43%	-$2.76K	﹤0.01%	1153
2025 Q1	$6.78K	Hold	100	–	–	﹤0.01%	1008
2024 Q4	$6.88K	Hold	100	–	–	﹤0.01%	990
2024 Q3	$7.92K	Buy	100 +3	+3%	+$214	﹤0.01%	941
2024 Q2	$6.9K	Hold	97	–	–	﹤0.01%	923
2024 Q1	$7.17K	Sell	97 -1	-1%	-$70	﹤0.01%	940
2023 Q4	$7.15K	Buy	98 +1	+1%	+$70	﹤0.01%	911
2023 Q3	$6.45K	Sell	97 -70	-42%	-$4.98K	﹤0.01%	892
2023 Q2	$12K	Sell	167 -13	-7%	-$933	﹤0.01%	679
2023 Q1	$12.9K	Sell	180 -1	-0.6%	-$70	﹤0.01%	634
2022 Q4	$11.1K	Buy	181 +3	+2%	+$192	﹤0.01%	669
2022 Q3	$11K	Sell	178 -34	-16%	-$2.08K	﹤0.01%	709
2022 Q2	$13K	Buy	212 +61	+40%	+$3.92K	﹤0.01%	703
2022 Q1	$10K	Sell	151 -28	-16%	-$1.91K	﹤0.01%	798
2021 Q4	$12K	Buy	179 +39	+28%	+$2.57K	﹤0.01%	668
2021 Q3	$9K	Buy	+140	New	+$8.91K	﹤0.01%	665
2020 Q1	–	Sell	-20	Closed	-$1K	–	572
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	497
2019 Q3	$1K	Buy	+20	New	+$1.07K	﹤0.01%	502
2016 Q2	–	Sell	-46	Closed	-$1K	–	621
2016 Q1	$1K	Buy	+46	New	+$1.39K	﹤0.01%	605

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JFS Wealth Advisors's VOYA Position: Q2 2026 in Review

JFS Wealth Advisors increased its Voya Financial (VOYA) stake by 5.3% in Q2 2026, buying an estimated $326 and bringing the position to 80 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

JFS Wealth Advisors first reported a position in VOYA in Q1 2016 and has held it in 23 quarters since. The position peaked at $13K in Q2 2022. 513 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

JFS Wealth Advisors held 80 shares of Voya Financial worth $7.24K as of Q2 2026.
JFS Wealth Advisors bought 4 Voya Financial shares in Q2 2026, an estimated $326.
Voya Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1145 holding.
JFS Wealth Advisors first reported a position in Voya Financial in Q1 2016 and has held it in 23 quarters since.
JFS Wealth Advisors's Voya Financial position peaked at $13K in Q2 2022.
513 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.