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Montag & Associates’s Voya Financial VOYA Stock Holding History

Montag & Associates’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 		– Sell
-200
Closed -$13.7K – 993
2026
Q1 		$13.7K Sell
200
-90
-31% -$6.52K ﹤0.01% 712
2025
Q4 		$21.6K Buy
+290
New +$21.1K ﹤0.01% 693
2018
Q2 		– Sell
-8,590
Closed -$434K – 289
2018
Q1 		$434K Sell
8,590
-3,577
-29% -$185K 0.04% 218
2017
Q4 		$602K Hold
12,167
– – 0.06% 206
2017
Q3 		$485K Sell
12,167
-9,121
-43% -$349K 0.05% 193
2017
Q2 		$785K Sell
21,288
-101,441
-83% -$3.69M 0.09% 154
2017
Q1 		$4.66M Buy
+122,729
New +$4.94M 0.52% 54

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

Montag & Associates's VOYA Position: Q2 2026 in Review

Montag & Associates sold out of Voya Financial (VOYA) in Q2 2026, closing a stake of 200 shares — an estimated $13.7K sold.

Montag & Associates first reported a position in VOYA in Q1 2017 and held it in 7 quarters. The position peaked at $4.66M in Q1 2017. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Montag & Associates reported no remaining Voya Financial position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 200 Voya Financial shares in Q2 2026, an estimated $13.7K.
  • Montag & Associates first reported a position in Voya Financial in Q1 2017 and held it in 7 quarters.
  • Montag & Associates's Voya Financial position peaked at $4.66M in Q1 2017.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.