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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principia Wealth Advisory's VOYA Position: Q4 2025 in Review

Principia Wealth Advisory increased its Voya Financial (VOYA) stake by 44% in Q4 2025, buying an estimated $291 and bringing the position to 13 shares worth $968. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Principia Wealth Advisory first reported a position in VOYA in Q2 2025 and has held it in 3 quarters since. 465 funds tracked by Wall St. Rank hold VOYA as of Q4 2025.

  • Principia Wealth Advisory held 13 shares of Voya Financial worth $968 as of Q4 2025.
  • Principia Wealth Advisory bought 4 Voya Financial shares in Q4 2025, an estimated $291.
  • Voya Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #679 holding.
  • Principia Wealth Advisory first reported a position in Voya Financial in Q2 2025 and has held it in 3 quarters since.
  • 465 funds tracked by Wall St. Rank held Voya Financial as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.