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Summit Trail Advisors’s Voya Financial VOYA Stock Holding History

Summit Trail Advisors’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 		$1.22M Sell
13,441
-5,865
-30% -$478K 0.02% 894
2026
Q1 		$1.32M Buy
19,306
+513
+3% +$37.2K 0.02% 795
2025
Q4 		$1.4M Buy
18,793
+3,737
+25% +$272K 0.02% 629
2025
Q3 		$1.13M Buy
15,056
+10,158
+207% +$749K 0.02% 763
2025
Q2 		$348K Buy
+4,898
New +$314K 0.01% 866
2018
Q1 		– Sell
-501
Closed -$27K – 1619
2017
Q4 		$27K Buy
+501
New +$21.5K ﹤0.01% 969

Other funds holding VOYA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Trail Advisors's VOYA Position: Q2 2026 in Review

Summit Trail Advisors reduced its Voya Financial (VOYA) stake by 30% in Q2 2026, selling an estimated $478K and leaving 13,441 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #894.

Summit Trail Advisors first reported a position in VOYA in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2025. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Summit Trail Advisors held 13,441 shares of Voya Financial worth $1.22M as of Q2 2026.
  • Summit Trail Advisors sold 5,865 Voya Financial shares in Q2 2026, an estimated $478K.
  • Voya Financial made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #894 holding.
  • Summit Trail Advisors first reported a position in Voya Financial in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Voya Financial position peaked at $1.4M in Q4 2025.
  • 511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.