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Mount Yale Investment Advisors’s Voya Financial VOYA Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-4
Closed -$284 – 1578
2025
Q2 		$284 Buy
+4
New +$257 ﹤0.01% 1440

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Mount Yale Investment Advisors's VOYA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Voya Financial (VOYA) in Q3 2025, closing a stake of 4 shares — an estimated $284 sold.

Mount Yale Investment Advisors first reported a position in VOYA in Q2 2025 and held it in 1 quarter. The position peaked at $284 in Q2 2025. 438 funds tracked by Wall St. Rank hold VOYA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Voya Financial position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4 Voya Financial shares in Q3 2025, an estimated $284.
  • Mount Yale Investment Advisors first reported a position in Voya Financial in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Voya Financial position peaked at $284 in Q2 2025.
  • 438 funds tracked by Wall St. Rank held Voya Financial as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.