Ritholtz Wealth Management
VOYA icon

Ritholtz Wealth Management’s Voya Financial VOYA Stock Holding History

Ritholtz Wealth 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
2026
Q3 		$1.07M Sell
11,287
-396
-3% -$39.4K 0.02% 620
2026
Q2 		$1.06M Buy
11,683
+2,299
+24% +$187K 0.02% 604
2026
Q1 		$641K Buy
9,384
+2,322
+33% +$168K 0.01% 697
2025
Q4 		$526K Buy
7,062
+3,324
+89% +$242K 0.01% 704
2025
Q3 		$280K Sell
3,738
-23
-0.6% -$1.7K 0.01% 864
2025
Q2 		$267K Sell
3,761
-5,368
-59% -$345K 0.01% 833
2025
Q1 		$619K Sell
9,129
-78
-0.8% -$5.46K 0.02% 533
2024
Q4 		$634K Sell
9,207
-152
-2% -$11.9K 0.02% 493
2024
Q3 		$741K Sell
9,359
-380
-4% -$27.1K 0.02% 448
2024
Q2 		$693K Sell
9,739
-567
-6% -$40.8K 0.02% 437
2024
Q1 		$762K Sell
10,306
-2,193
-18% -$155K 0.03% 426
2023
Q4 		$912K Sell
12,499
-2,553
-17% -$178K 0.04% 349
2023
Q3 		$1M Sell
15,052
-5,269
-26% -$375K 0.04% 281
2023
Q2 		$1.46M Buy
20,321
+1,682
+9% +$121K 0.07% 199
2023
Q1 		$1.33M Buy
18,639
+9,148
+96% +$640K 0.07% 195
2022
Q4 		$584K Sell
9,491
-435
-4% -$27.9K 0.03% 331
2022
Q3 		$601K Buy
9,926
+4,642
+88% +$284K 0.03% 351
2022
Q2 		$315K Buy
5,284
+2,029
+62% +$131K 0.02% 409
2022
Q1 		$216K Sell
3,255
-19
-0.6% -$1.3K 0.01% 497
2021
Q4 		$217K Sell
3,274
-21
-0.6% -$1.38K 0.01% 487
2021
Q3 		$202K Hold
3,295
– – 0.01% 471
2021
Q2 		$203K Hold
3,295
– – 0.01% 460
2021
Q1 		$210K Buy
+3,295
New +$198K 0.02% 394

Other funds holding VOYA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ritholtz Wealth Management's VOYA Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Voya Financial (VOYA) stake by 3.4% in Q3 2026, selling an estimated $39.4K and leaving 11,287 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #620.

Ritholtz Wealth Management first reported a position in VOYA in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.46M in Q2 2023. 393 funds tracked by Wall St. Rank hold VOYA as of Q3 2026.

  • Ritholtz Wealth Management held 11,287 shares of Voya Financial worth $1.07M as of Q3 2026.
  • Ritholtz Wealth Management sold 396 Voya Financial shares in Q3 2026, an estimated $39.4K.
  • Voya Financial made up 0.02% of Ritholtz Wealth Management's portfolio in Q3 2026, its #620 holding.
  • Ritholtz Wealth Management first reported a position in Voya Financial in Q1 2021 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's Voya Financial position peaked at $1.46M in Q2 2023.
  • 393 funds tracked by Wall St. Rank held Voya Financial as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.