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Trail Ridge Investment Advisors’s Voya Financial VOYA Stock Holding History

Trail Ridge Investment 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
Q1 		$530K Sell
7,758
-1,188
-13% -$86.1K 0.23% 68
2025
Q4 		$666K Buy
8,946
+629
+8% +$45.8K 0.29% 61
2025
Q3 		$622K Buy
8,317
+166
+2% +$12.2K 0.28% 67
2025
Q2 		$571K Sell
8,151
-1,876
-19% -$120K 0.27% 67
2025
Q1 		$679K Buy
10,027
+262
+3% +$18.3K 0.35% 57
2024
Q4 		$672K Sell
9,765
-6
-0.1% -$469 0.32% 65
2024
Q3 		$797K Sell
9,771
-150
-2% -$10.7K 0.38% 55
2024
Q2 		$706K Buy
9,921
+489
+5% +$35.2K 0.36% 58
2024
Q1 		$697K Buy
9,432
+86
+0.9% +$6.06K 0.39% 57
2023
Q4 		$682K Sell
9,346
-191
-2% -$13.3K 0.42% 53
2023
Q3 		$634K Buy
9,537
+94
+1% +$6.69K 0.43% 53
2023
Q2 		$677K Sell
9,443
-223
-2% -$16K 0.42% 60
2023
Q1 		$691K Sell
9,666
-610
-6% -$42.7K 0.45% 59
2022
Q4 		$632K Sell
10,276
-248
-2% -$15.9K 0.43% 68
2022
Q3 		$719K Sell
10,524
-574
-5% -$35.1K 0.47% 61
2022
Q2 		$661K Buy
11,098
+271
+3% +$17.4K 0.45% 70
2022
Q1 		$718K Buy
10,827
+1,047
+11% +$71.4K 0.44% 66
2021
Q4 		$649K Buy
+9,780
New +$644K 0.39% 70

Other funds holding VOYA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trail Ridge Investment Advisors's VOYA Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its Voya Financial (VOYA) stake by 13% in Q1 2026, selling an estimated $86.1K and leaving 7,758 shares worth $530K. The position accounts for 0.23% of the portfolio, ranked #68.

Trail Ridge Investment Advisors first reported a position in VOYA in Q4 2021 and has held it in 18 quarters since. The position peaked at $797K in Q3 2024. 458 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

  • Trail Ridge Investment Advisors held 7,758 shares of Voya Financial worth $530K as of Q1 2026.
  • Trail Ridge Investment Advisors sold 1,188 Voya Financial shares in Q1 2026, an estimated $86.1K.
  • Voya Financial made up 0.23% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #68 holding.
  • Trail Ridge Investment Advisors first reported a position in Voya Financial in Q4 2021 and has held it in 18 quarters since.
  • Trail Ridge Investment Advisors's Voya Financial position peaked at $797K in Q3 2024.
  • 458 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.