Root Financial Partners
VOYA icon

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
Q3 		$70.4K Buy
+745
New +$74.1K ﹤0.01% 912
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

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

Root Financial Partners's VOYA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Voya Financial (VOYA) in Q3 2026: 745 shares worth $70.4K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VOYA as recently as Q1 2026.

Root Financial Partners first reported a position in VOYA in Q3 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold VOYA as of Q3 2026.

  • Root Financial Partners held 745 shares of Voya Financial worth $70.4K as of Q3 2026.
  • Voya Financial was a new Root Financial Partners position in Q3 2026.
  • Voya Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #912 holding.
  • Root Financial Partners first reported a position in Voya Financial in Q3 2025 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held Voya Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.