Rise Advisors’s Voya Financial VOYA Stock Holding History

Rise Advisors’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	–	Sell	-201	Closed	-$15K	–	1392
2025 Q3	$15K	Hold	201	–	–	0.01%	754
2025 Q2	$14.3K	Hold	201	–	–	0.01%	767
2025 Q1	$13.6K	Buy	+201	New	+$14.1K	0.01%	769

Other funds holding VOYA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rise Advisors's VOYA Position: Q4 2025 in Review

Rise Advisors sold out of Voya Financial (VOYA) in Q4 2025, closing a stake of 201 shares — an estimated $15K sold.

Rise Advisors first reported a position in VOYA in Q1 2025 and held it in 3 quarters. The position peaked at $15K in Q3 2025. 468 funds tracked by Wall St. Rank hold VOYA as of Q4 2025.

Rise Advisors reported no remaining Voya Financial position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 201 Voya Financial shares in Q4 2025, an estimated $15K.
Rise Advisors first reported a position in Voya Financial in Q1 2025 and held it in 3 quarters.
Rise Advisors's Voya Financial position peaked at $15K in Q3 2025.
468 funds tracked by Wall St. Rank held Voya Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.