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United Capital Financial Advisors’s Voya Financial VOYA Stock Holding History

United Capital Financial 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 		$427K Sell
4,716
-280
-6% -$22.8K ﹤0.01% 1199
2026
Q1 		$341K Buy
4,996
+866
+21% +$62.8K ﹤0.01% 1273
2025
Q4 		$308K Buy
+4,130
New +$301K ﹤0.01% 1154
2024
Q4 		– Sell
-2,607
Closed -$207K – 1106
2024
Q3 		$207K Buy
+2,607
New +$186K ﹤0.01% 1003
2024
Q1 		– Sell
-3,057
Closed -$223K – 1125
2023
Q4 		$223K Buy
+3,057
New +$213K ﹤0.01% 970

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

United Capital Financial Advisors's VOYA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Voya Financial (VOYA) stake by 5.6% in Q2 2026, selling an estimated $22.8K and leaving 4,716 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

United Capital Financial Advisors first reported a position in VOYA in Q4 2023 and has held it in 5 quarters since. 511 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • United Capital Financial Advisors held 4,716 shares of Voya Financial worth $427K as of Q2 2026.
  • United Capital Financial Advisors sold 280 Voya Financial shares in Q2 2026, an estimated $22.8K.
  • Voya Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1199 holding.
  • United Capital Financial Advisors first reported a position in Voya Financial in Q4 2023 and has held it in 5 quarters since.
  • 511 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.