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Loring Wolcott & Coolidge Fiduciary Advisors’s Voya Financial VOYA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q2 		– Sell
-10
Closed -$575 – 566
2025
Q1 		$575 Hold
10
– – ﹤0.01% 542
2024
Q4 		$713 Sell
10
-30
-75% -$2.34K ﹤0.01% 541
2024
Q3 		$3.25K Buy
+40
New +$2.85K ﹤0.01% 538

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VOYA Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Voya Financial (VOYA) in Q2 2025, closing a stake of 10 shares — an estimated $575 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VOYA in Q3 2024 and held it in 3 quarters. The position peaked at $3.25K in Q3 2024. 426 funds tracked by Wall St. Rank hold VOYA as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Voya Financial position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10 Voya Financial shares in Q2 2025, an estimated $575.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Voya Financial in Q3 2024 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Voya Financial position peaked at $3.25K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Voya Financial as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.