Jones Financial Companies
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Jones Financial Companies’s Voya Financial VOYA Stock Holding History

Jones Financial Companies’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
Q1 		$1.92M Buy
28,957
+27,978
+2,858% +$2.03M ﹤0.01% 1448
2025
Q4 		$72.9K Buy
979
+115
+13% +$8.38K ﹤0.01% 2355
2025
Q3 		$65.4K Buy
864
+132
+18% +$9.73K ﹤0.01% 2261
2025
Q2 		$51.8K Buy
732
+162
+28% +$10.4K ﹤0.01% 2212
2025
Q1 		$38.3K Buy
570
+161
+39% +$11.3K ﹤0.01% 2169
2024
Q4 		$28.2K Buy
409
+183
+81% +$14.3K ﹤0.01% 2107
2024
Q3 		$17.7K Buy
+226
New +$16.1K ﹤0.01% 1997
2022
Q3 		– Sell
-25
Closed -$1K – 738
2022
Q2 		$1K Buy
+25
New +$1.61K ﹤0.01% 693
2022
Q1 		– Sell
-136
Closed -$9K – 847
2021
Q4 		$9K Buy
+136
New +$8.96K ﹤0.01% 568
2021
Q2 		– Sell
-6
Closed – – 790
2021
Q1 		$0 Sell
6
-15
-71% -$901 ﹤0.01% 870
2020
Q4 		$1K Buy
+21
New +$1.14K ﹤0.01% 669
2013
Q4 		– Sell
-280
Closed -$8K – 537
2013
Q3 		$8K Buy
+280
New +$8.37K ﹤0.01% 539

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

Jones Financial Companies's VOYA Position: Q1 2026 in Review

Jones Financial Companies increased its Voya Financial (VOYA) stake by 2,858% in Q1 2026, buying an estimated $2.03M and bringing the position to 28,957 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Jones Financial Companies first reported a position in VOYA in Q3 2013 and has held it in 12 quarters since. 457 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

  • Jones Financial Companies held 28,957 shares of Voya Financial worth $1.92M as of Q1 2026.
  • Jones Financial Companies bought 27,978 Voya Financial shares in Q1 2026, an estimated $2.03M.
  • Voya Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1448 holding.
  • Jones Financial Companies first reported a position in Voya Financial in Q3 2013 and has held it in 12 quarters since.
  • 457 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.