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Personal CFO Solutions’s Voya Financial VOYA Stock Holding History

Personal CFO Solutions’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 		$677K Sell
7,482
-16
-0.2% -$1.3K 0.1% 188
2026
Q1 		$512K Sell
7,498
-29
-0.4% -$2.1K 0.07% 249
2025
Q4 		$561K Sell
7,527
-50
-0.7% -$3.64K 0.09% 217
2025
Q3 		$567K Sell
7,577
-324
-4% -$23.9K 0.1% 213
2025
Q2 		$561K Sell
7,901
-133
-2% -$8.54K 0.1% 196
2025
Q1 		$544K Buy
8,034
+1
+0% +$70 0.11% 201
2024
Q4 		$553K Sell
8,033
-293
-4% -$22.9K 0.11% 186
2024
Q3 		$660K Sell
8,326
-39
-0.5% -$2.78K 0.09% 210
2024
Q2 		$595K Buy
+8,365
New +$602K 0.09% 213

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

Personal CFO Solutions's VOYA Position: Q2 2026 in Review

Personal CFO Solutions reduced its Voya Financial (VOYA) stake by 0.21% in Q2 2026, selling an estimated $1.3K and leaving 7,482 shares worth $677K. The position accounts for 0.1% of the portfolio, ranked #188.

Personal CFO Solutions first reported a position in VOYA in Q2 2024 and has held it in 9 quarters since. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Personal CFO Solutions held 7,482 shares of Voya Financial worth $677K as of Q2 2026.
  • Personal CFO Solutions sold 16 Voya Financial shares in Q2 2026, an estimated $1.3K.
  • Voya Financial made up 0.1% of Personal CFO Solutions's portfolio in Q2 2026, its #188 holding.
  • Personal CFO Solutions first reported a position in Voya Financial in Q2 2024 and has held it in 9 quarters since.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.