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

Private Wealth Management Group’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	$1.18K	Hold	13	–	–	﹤0.01%	1270
2026 Q1	$889	Hold	13	–	–	﹤0.01%	1273
2025 Q4	$969	Hold	13	–	–	﹤0.01%	1277
2025 Q3	$973	Hold	13	–	–	﹤0.01%	1292
2025 Q2	$923	Sell	13 -35	-73%	-$2.25K	﹤0.01%	1304
2025 Q1	$3.25K	Hold	48	–	–	﹤0.01%	888
2024 Q4	$3.3K	Buy	48 +35	+269%	+$2.73K	﹤0.01%	907
2024 Q3	$1.03K	Buy	13 +1	+8%	+$71	﹤0.01%	1273
2024 Q2	$854	Hold	12	–	–	﹤0.01%	1325
2024 Q1	$888	Sell	12 -25	-68%	-$1.76K	﹤0.01%	1299
2023 Q4	$2.7K	Buy	+37	New	+$2.58K	﹤0.01%	847

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Private Wealth Management Group's VOYA Position: Q2 2026 in Review

Private Wealth Management Group held its Voya Financial (VOYA) position steady in Q2 2026 at 13 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Private Wealth Management Group first reported a position in VOYA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.3K in Q4 2024. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

Private Wealth Management Group held 13 shares of Voya Financial worth $1.18K as of Q2 2026.
Private Wealth Management Group left its Voya Financial share count unchanged in Q2 2026.
Voya Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1270 holding.
Private Wealth Management Group first reported a position in Voya Financial in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Voya Financial position peaked at $3.3K in Q4 2024.
511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.