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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

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 New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Montag & Associates's VOYA Position: Q1 2026 in Review

Montag & Associates reduced its Voya Financial (VOYA) stake by 31% in Q1 2026, selling an estimated $6.52K and leaving 200 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Montag & Associates first reported a position in VOYA in Q1 2017 and has held it in 7 quarters since. The position peaked at $4.66M in Q1 2017. 457 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

Montag & Associates held 200 shares of Voya Financial worth $13.7K as of Q1 2026.
Montag & Associates sold 90 Voya Financial shares in Q1 2026, an estimated $6.52K.
Voya Financial made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #712 holding.
Montag & Associates first reported a position in Voya Financial in Q1 2017 and has held it in 7 quarters since.
Montag & Associates's Voya Financial position peaked at $4.66M in Q1 2017.
457 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.