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Root Financial Partners’s Voya Financial VOYA Stock Holding History

Root Financial Partners’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 		– Sell
-573
Closed -$39.1K – 3114
2026
Q1 		$39.1K Buy
573
+214
+60% +$15.5K ﹤0.01% 985
2025
Q4 		$26.7K Buy
359
+13
+4% +$947 ﹤0.01% 1020
2025
Q3 		$25.9K Buy
+346
New +$25.5K ﹤0.01% 987

Other funds holding VOYA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Root Financial Partners's VOYA Position: Q2 2026 in Review

Root Financial Partners sold out of Voya Financial (VOYA) in Q2 2026, closing a stake of 573 shares — an estimated $39.1K sold.

Root Financial Partners first reported a position in VOYA in Q3 2025 and held it in 3 quarters. The position peaked at $39.1K in Q1 2026. 126 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Root Financial Partners reported no remaining Voya Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 573 Voya Financial shares in Q2 2026, an estimated $39.1K.
  • Root Financial Partners first reported a position in Voya Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Voya Financial position peaked at $39.1K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.