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Pinnacle Wealth Planning Services’s Voya Financial VOYA Stock Holding History

Pinnacle Wealth Planning Services’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 		$21.8K Buy
241
+13
+6% +$1.06K ﹤0.01% 1735
2026
Q1 		$15.6K Buy
228
+15
+7% +$1.09K ﹤0.01% 1810
2025
Q4 		$15.9K Buy
+213
New +$15.5K ﹤0.01% 1824
2021
Q1 		– Sell
-2,385
Closed -$140K – 1900
2020
Q4 		$140K Buy
+2,385
New +$129K 0.03% 363

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

Pinnacle Wealth Planning Services's VOYA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Voya Financial (VOYA) stake by 5.7% in Q2 2026, buying an estimated $1.06K and bringing the position to 241 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Pinnacle Wealth Planning Services first reported a position in VOYA in Q4 2020 and has held it in 4 quarters since. The position peaked at $140K in Q4 2020. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 241 shares of Voya Financial worth $21.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 13 Voya Financial shares in Q2 2026, an estimated $1.06K.
  • Voya Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1735 holding.
  • Pinnacle Wealth Planning Services first reported a position in Voya Financial in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Voya Financial position peaked at $140K in Q4 2020.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.