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 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 $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's VOYA Position: Q1 2026 in Review

TFO Wealth Partners opened a new position in Voya Financial (VOYA) in Q1 2026: 39,174 shares worth $2.68M. The stake represents 0.36% of the portfolio and ranks #26 among its holdings. This is a return to the name: TFO Wealth Partners previously reported a position in VOYA as recently as Q1 2024.

TFO Wealth Partners first reported a position in VOYA in Q2 2020 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

TFO Wealth Partners held 39,174 shares of Voya Financial worth $2.68M as of Q1 2026.
Voya Financial was a new TFO Wealth Partners position in Q1 2026.
Voya Financial made up 0.36% of TFO Wealth Partners's portfolio in Q1 2026, its #26 holding.
TFO Wealth Partners first reported a position in Voya Financial in Q2 2020 and has held it in 14 quarters since.
458 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.