Physician Wealth Advisors’s Voya Financial VOYA Stock Holding History

Physician Wealth 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
2026 Q2	$634	Sell	7 -30	-81%	-$2.44K	﹤0.01%	2002
2026 Q1	$2.53K	Buy	+37	New	+$2.68K	﹤0.01%	1253
2025 Q4	–	Sell	-7	Closed	-$524	–	2159
2025 Q3	$524	Buy	+7	New	+$516	﹤0.01%	1791

Other funds holding VOYA

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CIA

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Physician Wealth Advisors's VOYA Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Voya Financial (VOYA) stake by 81% in Q2 2026, selling an estimated $2.44K and leaving 7 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Physician Wealth Advisors first reported a position in VOYA in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.53K in Q1 2026. 53 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

Physician Wealth Advisors held 7 shares of Voya Financial worth $634 as of Q2 2026.
Physician Wealth Advisors sold 30 Voya Financial shares in Q2 2026, an estimated $2.44K.
Voya Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2002 holding.
Physician Wealth Advisors first reported a position in Voya Financial in Q3 2025 and has held it in 3 quarters since.
Physician Wealth Advisors's Voya Financial position peaked at $2.53K in Q1 2026.
53 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.