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True Wealth Design’s Voya Financial VOYA Stock Holding History

True Wealth Design’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
Q3 		$12.4K Buy
131
+31
+31% +$3.08K ﹤0.01% 990
2026
Q2 		$9.05K Sell
100
-13
-12% -$1.06K ﹤0.01% 1095
2026
Q1 		$7.72K Sell
113
-77
-41% -$5.58K ﹤0.01% 1058
2025
Q4 		$14.2K Buy
190
+137
+258% +$9.98K ﹤0.01% 728
2025
Q3 		$3.96K Buy
53
+23
+77% +$1.7K ﹤0.01% 1174
2025
Q2 		$2.13K Buy
30
+9
+43% +$578 ﹤0.01% 1159
2025
Q1 		$1.42K Buy
+21
New +$1.47K ﹤0.01% 1134

Other funds holding VOYA

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's VOYA Position: Q3 2026 in Review

True Wealth Design increased its Voya Financial (VOYA) stake by 31% in Q3 2026, buying an estimated $3.08K and bringing the position to 131 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

True Wealth Design first reported a position in VOYA in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.2K in Q4 2025. 36 funds tracked by Wall St. Rank hold VOYA as of Q3 2026.

  • True Wealth Design held 131 shares of Voya Financial worth $12.4K as of Q3 2026.
  • True Wealth Design bought 31 Voya Financial shares in Q3 2026, an estimated $3.08K.
  • Voya Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #990 holding.
  • True Wealth Design first reported a position in Voya Financial in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Voya Financial position peaked at $14.2K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Voya Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.