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YHB Investment Advisors’s Voya Financial VOYA Stock Holding History

YHB Investment 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
Q3 		$945K Hold
10,000
– – 0.06% 174
2026
Q2 		$905K Sell
10,000
-2,557
-20% -$208K 0.06% 183
2026
Q1 		$858K Hold
12,557
– – 0.06% 178
2025
Q4 		$935K Hold
12,557
– – 0.06% 175
2025
Q3 		$939K Hold
12,557
– – 0.07% 169
2025
Q2 		$892K Hold
12,557
– – 0.07% 166
2025
Q1 		$851K Hold
12,557
– – 0.07% 159
2024
Q4 		$864K Hold
12,557
– – 0.07% 156
2024
Q3 		$995K Hold
12,557
– – 0.08% 148
2024
Q2 		$893K Sell
12,557
-2,075
-14% -$149K 0.08% 153
2024
Q1 		$1.08M Hold
14,632
– – 0.1% 146
2023
Q4 		$1.07M Sell
14,632
-22,208
-60% -$1.55M 0.1% 141
2023
Q3 		$2.54M Buy
36,840
+18,420
+100% +$1.31M 0.23% 98
2023
Q2 		$1.32M Buy
+18,420
New +$1.32M 0.12% 137

Other funds holding VOYA

DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

YHB Investment Advisors's VOYA Position: Q3 2026 in Review

YHB Investment Advisors held its Voya Financial (VOYA) position steady in Q3 2026 at 10,000 shares worth $945K. The position accounts for 0.06% of the portfolio, ranked #174.

YHB Investment Advisors first reported a position in VOYA in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.54M in Q3 2023. 14 funds tracked by Wall St. Rank hold VOYA as of Q3 2026.

  • YHB Investment Advisors held 10,000 shares of Voya Financial worth $945K as of Q3 2026.
  • YHB Investment Advisors left its Voya Financial share count unchanged in Q3 2026.
  • Voya Financial made up 0.06% of YHB Investment Advisors's portfolio in Q3 2026, its #174 holding.
  • YHB Investment Advisors first reported a position in Voya Financial in Q2 2023 and has held it in 14 quarters since.
  • YHB Investment Advisors's Voya Financial position peaked at $2.54M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Voya Financial as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.