TFO Wealth Partners’s Voya Financial VOYA Stock Holding History

TFO Wealth 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	-39,174	Closed	-$2.68M	–	74
2026 Q1	$2.68M	Buy	+39,174	New	+$2.84M	0.36%	26
2024 Q2	–	Sell	-5	Closed	-$370	–	725
2024 Q1	$370	Hold	5	–	–	﹤0.01%	340
2023 Q4	$365	Hold	5	–	–	﹤0.01%	441
2023 Q3	$359	Hold	5	–	–	﹤0.01%	578
2023 Q2	$359	Hold	5	–	–	﹤0.01%	357
2023 Q1	$357	Buy	5 +2	+67%	+$140	﹤0.01%	323
2022 Q4	$368	Buy	+3	New	+$192	﹤0.01%	529
2022 Q1	–	Sell	-256	Closed	-$16K	–	170
2021 Q4	$16K	Sell	256 -255	-50%	-$16.8K	﹤0.01%	82
2021 Q3	$31K	Hold	511	–	–	0.01%	66
2021 Q2	$31K	Hold	511	–	–	0.01%	46
2021 Q1	$33K	Sell	511 -511	-50%	-$30.7K	0.01%	85
2020 Q4	$60K	Hold	1,022	–	–	0.02%	42
2020 Q3	$49K	Hold	1,022	–	–	0.02%	48
2020 Q2	$48K	Buy	+1,022	New	+$45.4K	0.02%	49

Other funds holding VOYA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TFO Wealth Partners's VOYA Position: Q2 2026 in Review

TFO Wealth Partners sold out of Voya Financial (VOYA) in Q2 2026, closing a stake of 39,174 shares — an estimated $2.68M sold.

TFO Wealth Partners first reported a position in VOYA in Q2 2020 and held it in 14 quarters. The position peaked at $2.68M in Q1 2026. 513 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

TFO Wealth Partners reported no remaining Voya Financial position as of Q2 2026 after selling out during the quarter.
TFO Wealth Partners sold 39,174 Voya Financial shares in Q2 2026, an estimated $2.68M.
TFO Wealth Partners first reported a position in Voya Financial in Q2 2020 and held it in 14 quarters.
TFO Wealth Partners's Voya Financial position peaked at $2.68M in Q1 2026.
513 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.