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Twin Peaks Wealth Advisors’s Voya Financial VOYA Stock Holding History

Twin Peaks Wealth 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 		$10.1K Buy
+148
New +$10.7K ﹤0.01% 1063
2025
Q3 		– Sell
-10
Closed -$729 – 2077
2025
Q2 		$729 Buy
+10
New +$642 ﹤0.01% 1833

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

Twin Peaks Wealth Advisors's VOYA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Voya Financial (VOYA) in Q1 2026: 148 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VOYA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VOYA in Q2 2025 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold VOYA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 148 shares of Voya Financial worth $10.1K as of Q1 2026.
  • Voya Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Voya Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1063 holding.
  • Twin Peaks Wealth Advisors first reported a position in Voya Financial in Q2 2025 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Voya Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.