SAG
VOYA icon

SageView Advisory Group’s Voya Financial VOYA Stock Holding History

SageView Advisory 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 		$466K Sell
5,145
-40
-0.8% -$3.26K 0.02% 375
2026
Q1 		$354K Sell
5,185
-640
-11% -$46.4K 0.01% 427
2025
Q4 		$434K Sell
5,825
-448
-7% -$32.6K 0.01% 390
2025
Q3 		$469K Buy
6,273
+245
+4% +$18.1K 0.02% 398
2025
Q2 		$429K Sell
6,028
-410
-6% -$26.3K 0.02% 404
2025
Q1 		$436K Buy
6,438
+1,550
+32% +$109K 0.02% 374
2024
Q4 		$336K Buy
+4,888
New +$382K 0.01% 424

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SageView Advisory Group's VOYA Position: Q2 2026 in Review

SageView Advisory Group reduced its Voya Financial (VOYA) stake by 0.77% in Q2 2026, selling an estimated $3.26K and leaving 5,145 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #375.

SageView Advisory Group first reported a position in VOYA in Q4 2024 and has held it in 7 quarters since. The position peaked at $469K in Q3 2025. 267 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • SageView Advisory Group held 5,145 shares of Voya Financial worth $466K as of Q2 2026.
  • SageView Advisory Group sold 40 Voya Financial shares in Q2 2026, an estimated $3.26K.
  • Voya Financial made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #375 holding.
  • SageView Advisory Group first reported a position in Voya Financial in Q4 2024 and has held it in 7 quarters since.
  • SageView Advisory Group's Voya Financial position peaked at $469K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.