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Private Wealth Asset Management’s Voya Financial VOYA Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-7
Closed -$474 – 1239
2025
Q1 		$474 Buy
+7
New +$490 ﹤0.01% 995

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Private Wealth Asset Management's VOYA Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Voya Financial (VOYA) in Q2 2025, closing a stake of 7 shares — an estimated $474 sold.

Private Wealth Asset Management first reported a position in VOYA in Q1 2025 and held it in 1 quarter. The position peaked at $474 in Q1 2025. 425 funds tracked by Wall St. Rank hold VOYA as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Voya Financial position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 7 Voya Financial shares in Q2 2025, an estimated $474.
  • Private Wealth Asset Management first reported a position in Voya Financial in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Voya Financial position peaked at $474 in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Voya Financial as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.