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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
Q2 		– Sell
-148
Closed -$10.1K – 2150
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Twin Peaks Wealth Advisors's VOYA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Voya Financial (VOYA) in Q2 2026, closing a stake of 148 shares — an estimated $10.1K sold.

Twin Peaks Wealth Advisors first reported a position in VOYA in Q2 2025 and held it in 2 quarters. The position peaked at $10.1K in Q1 2026. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Voya Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 148 Voya Financial shares in Q2 2026, an estimated $10.1K.
  • Twin Peaks Wealth Advisors first reported a position in Voya Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Voya Financial position peaked at $10.1K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.