VOYA Investment Management
FISI icon

VOYA Investment Management’s Financial Institutions FISI Stock Holding History

VOYA Investment Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,856
Closed -$248K – 2949
2023
Q1 		$248K Buy
12,856
+263
+2% +$6.16K ﹤0.01% 2423
2022
Q4 		$307K Hold
12,593
– – ﹤0.01% 2319
2022
Q3 		$303K Hold
12,593
– – ﹤0.01% 2344
2022
Q2 		$328K Hold
12,593
– – ﹤0.01% 2114
2022
Q1 		$379K Sell
12,593
-8,022
-39% -$258K ﹤0.01% 2064
2021
Q4 		$656K Buy
20,615
+23
+0.1% +$735 ﹤0.01% 1843
2021
Q3 		$631K Buy
20,592
+408
+2% +$12.3K ﹤0.01% 1901
2021
Q2 		$606K Sell
20,184
-614
-3% -$19.2K ﹤0.01% 1972
2021
Q1 		$630K Buy
20,798
+37
+0.2% +$999 ﹤0.01% 1884
2020
Q4 		$467K Buy
20,761
+5,510
+36% +$107K ﹤0.01% 1963
2020
Q3 		$235K Sell
15,251
-193
-1% -$3.17K ﹤0.01% 2083
2020
Q2 		$287K Sell
15,444
-2,790
-15% -$48.7K ﹤0.01% 1986
2020
Q1 		$331K Buy
18,234
+9,172
+101% +$246K ﹤0.01% 1863
2019
Q4 		$291K Buy
9,062
+1,029
+13% +$32.4K ﹤0.01% 2200
2019
Q3 		$242K Sell
8,033
-440
-5% -$12.9K ﹤0.01% 2166
2019
Q2 		$247K Sell
8,473
-450
-5% -$12.5K ﹤0.01% 2184
2019
Q1 		$243K Hold
8,923
– – ﹤0.01% 2166
2018
Q4 		$229K Buy
+8,923
New +$253K ﹤0.01% 2166

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management's FISI Position: Q2 2023 in Review

VOYA Investment Management sold out of Financial Institutions (FISI) in Q2 2023, closing a stake of 12,856 shares — an estimated $248K sold.

VOYA Investment Management first reported a position in FISI in Q4 2018 and held it in 18 quarters. The position peaked at $656K in Q4 2021. 103 funds tracked by Wall St. Rank hold FISI as of Q2 2023.

  • VOYA Investment Management reported no remaining Financial Institutions position as of Q2 2023 after selling out during the quarter.
  • VOYA Investment Management sold 12,856 Financial Institutions shares in Q2 2023, an estimated $248K.
  • VOYA Investment Management first reported a position in Financial Institutions in Q4 2018 and held it in 18 quarters.
  • VOYA Investment Management's Financial Institutions position peaked at $656K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2023.

Based on VOYA Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.