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Westbourne Investments’s Voya Financial VOYA Stock Holding History

Westbourne Investments’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
2025
Q2 		– Sell
-13,715
Closed -$929K – 166
2025
Q1 		$929K Buy
+13,715
New +$960K 0.56% 52

Other funds holding VOYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westbourne Investments's VOYA Position: Q2 2025 in Review

Westbourne Investments sold out of Voya Financial (VOYA) in Q2 2025, closing a stake of 13,715 shares — an estimated $929K sold.

Westbourne Investments first reported a position in VOYA in Q1 2025 and held it in 1 quarter. The position peaked at $929K in Q1 2025. 425 funds tracked by Wall St. Rank hold VOYA as of Q2 2025.

  • Westbourne Investments reported no remaining Voya Financial position as of Q2 2025 after selling out during the quarter.
  • Westbourne Investments sold 13,715 Voya Financial shares in Q2 2025, an estimated $929K.
  • Westbourne Investments first reported a position in Voya Financial in Q1 2025 and held it in 1 quarter.
  • Westbourne Investments's Voya Financial position peaked at $929K in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Voya Financial as of Q2 2025.

Based on Westbourne Investments's 13F filing for Q2 2025, filed 9 Jul 2025.