PWA
VOYA icon

Principia Wealth Advisory’s Voya Financial VOYA Stock Holding History

Principia Wealth Advisory’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 		$905 Sell
10
-1
-9% -$81 ﹤0.01% 785
2026
Q1 		$752 Sell
11
-2
-15% -$145 ﹤0.01% 773
2025
Q4 		$968 Buy
13
+4
+44% +$291 ﹤0.01% 679
2025
Q3 		$673 Hold
9
– – ﹤0.01% 732
2025
Q2 		$639 Buy
+9
New +$578 ﹤0.01% 683

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

Principia Wealth Advisory's VOYA Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Voya Financial (VOYA) stake by 9.1% in Q2 2026, selling an estimated $81 and leaving 10 shares worth $905. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Principia Wealth Advisory first reported a position in VOYA in Q2 2025 and has held it in 5 quarters since. The position peaked at $968 in Q4 2025. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Principia Wealth Advisory held 10 shares of Voya Financial worth $905 as of Q2 2026.
  • Principia Wealth Advisory sold 1 Voya Financial share in Q2 2026, an estimated $81.
  • Voya Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #785 holding.
  • Principia Wealth Advisory first reported a position in Voya Financial in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Voya Financial position peaked at $968 in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.