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Steward Financial Group’s Voya Financial VOYA Stock Holding History

Steward Financial 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
2023
Q3 		$8K Sell
132
-25
-16% -$1.78K ﹤0.01% 472
2023
Q2 		$11K Buy
+157
New +$11.3K ﹤0.01% 361
2022
Q3 		– Sell
-108
Closed -$6K – 1283
2022
Q2 		$6K Buy
+108
New +$6.95K 0.01% 313

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 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

Steward Financial Group's VOYA Position: Q3 2023 in Review

Steward Financial Group reduced its Voya Financial (VOYA) stake by 16% in Q3 2023, selling an estimated $1.78K and leaving 132 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Steward Financial Group first reported a position in VOYA in Q2 2022 and has held it in 3 quarters since. The position peaked at $11K in Q2 2023. 380 funds tracked by Wall St. Rank hold VOYA as of Q3 2023.

  • Steward Financial Group held 132 shares of Voya Financial worth $8K as of Q3 2023.
  • Steward Financial Group sold 25 Voya Financial shares in Q3 2023, an estimated $1.78K.
  • Voya Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #472 holding.
  • Steward Financial Group first reported a position in Voya Financial in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Voya Financial position peaked at $11K in Q2 2023.
  • 380 funds tracked by Wall St. Rank held Voya Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.