OF
VOYA icon

Optimize Financial’s Voya Financial VOYA Stock Holding History

Optimize Financial’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 		$635K Sell
7,011
-24
-0.3% -$1.96K 0.23% 82
2026
Q1 		$481K Buy
+7,035
New +$510K 0.24% 108

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

Optimize Financial's VOYA Position: Q2 2026 in Review

Optimize Financial reduced its Voya Financial (VOYA) stake by 0.34% in Q2 2026, selling an estimated $1.96K and leaving 7,011 shares worth $635K. The position accounts for 0.23% of the portfolio, ranked #82.

Optimize Financial first reported a position in VOYA in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Optimize Financial held 7,011 shares of Voya Financial worth $635K as of Q2 2026.
  • Optimize Financial sold 24 Voya Financial shares in Q2 2026, an estimated $1.96K.
  • Voya Financial made up 0.23% of Optimize Financial's portfolio in Q2 2026, its #82 holding.
  • Optimize Financial first reported a position in Voya Financial in Q1 2026 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.