PFS Investments’s Voya Financial VOYA Stock Holding History

PFS Investments’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
2023 Q2	$4.46M	Buy	62,218 +9,218	+17%	+$662K	0.07%	238
2023 Q1	$3.76M	Buy	53,000 +15,985	+43%	+$1.12M	0.07%	244
2022 Q4	$2.28M	Buy	37,015 +3,519	+11%	+$225K	0.04%	272
2022 Q3	$2.03M	Buy	33,496 +2,773	+9%	+$170K	0.04%	276
2022 Q2	$1.83M	Buy	30,723 +3,886	+14%	+$250K	0.04%	283
2022 Q1	$1.78M	Sell	26,837 -13,233	-33%	-$903K	0.03%	291
2021 Q4	$2.66M	Buy	40,070 +6,265	+19%	+$413K	0.05%	250
2021 Q3	$2.28M	Buy	33,805 +7,753	+30%	+$493K	0.05%	249
2021 Q2	$1.62M	Buy	26,052 +20,633	+381%	+$1.36M	0.04%	264
2021 Q1	$345K	Buy	+5,419	New	+$326K	0.01%	313

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PFS Investments's VOYA Position: Q2 2023 in Review

PFS Investments increased its Voya Financial (VOYA) stake by 17% in Q2 2023, buying an estimated $662K and bringing the position to 62,218 shares worth $4.46M. The position accounts for 0.07% of the portfolio, ranked #238.

PFS Investments first reported a position in VOYA in Q1 2021 and has held it in 10 quarters since. 366 funds tracked by Wall St. Rank hold VOYA as of Q2 2023.

PFS Investments held 62,218 shares of Voya Financial worth $4.46M as of Q2 2023.
PFS Investments bought 9,218 Voya Financial shares in Q2 2023, an estimated $662K.
Voya Financial made up 0.07% of PFS Investments's portfolio in Q2 2023, its #238 holding.
PFS Investments first reported a position in Voya Financial in Q1 2021 and has held it in 10 quarters since.
366 funds tracked by Wall St. Rank held Voya Financial as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.