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Net Worth Advisory Group’s Voya Financial VOYA Stock Holding History

Net Worth Advisory Group’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 		$969K Sell
10,703
-211
-2% -$17.2K 0.24% 83
2026
Q1 		$746K Sell
10,914
-228
-2% -$16.5K 0.15% 138
2025
Q4 		$830K Buy
11,142
+2,025
+22% +$148K 0.17% 121
2025
Q3 		$682K Sell
9,117
-246
-3% -$18.1K 0.2% 110
2025
Q2 		$665K Buy
9,363
+140
+2% +$8.98K 0.15% 149
2025
Q1 		$625K Buy
9,223
+26
+0.3% +$1.82K 0.2% 120
2024
Q4 		$633K Buy
9,197
+50
+0.5% +$3.91K 0.19% 124
2024
Q3 		$725K Buy
+9,147
New +$653K 0.22% 112

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

Net Worth Advisory Group's VOYA Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Voya Financial (VOYA) stake by 1.9% in Q2 2026, selling an estimated $17.2K and leaving 10,703 shares worth $969K. The position accounts for 0.24% of the portfolio, ranked #83.

Net Worth Advisory Group first reported a position in VOYA in Q3 2024 and has held it in 8 quarters since. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Net Worth Advisory Group held 10,703 shares of Voya Financial worth $969K as of Q2 2026.
  • Net Worth Advisory Group sold 211 Voya Financial shares in Q2 2026, an estimated $17.2K.
  • Voya Financial made up 0.24% of Net Worth Advisory Group's portfolio in Q2 2026, its #83 holding.
  • Net Worth Advisory Group first reported a position in Voya Financial in Q3 2024 and has held it in 8 quarters since.
  • 511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.