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 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YHB Investment Advisors's VOYA Position: Q2 2026 in Review

YHB Investment Advisors reduced its Voya Financial (VOYA) stake by 20% in Q2 2026, selling an estimated $208K and leaving 10,000 shares worth $905K. The position accounts for 0.06% of the portfolio, ranked #183.

YHB Investment Advisors first reported a position in VOYA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.54M in Q3 2023. 145 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

YHB Investment Advisors held 10,000 shares of Voya Financial worth $905K as of Q2 2026.
YHB Investment Advisors sold 2,557 Voya Financial shares in Q2 2026, an estimated $208K.
Voya Financial made up 0.06% of YHB Investment Advisors's portfolio in Q2 2026, its #183 holding.
YHB Investment Advisors first reported a position in Voya Financial in Q2 2023 and has held it in 13 quarters since.
YHB Investment Advisors's Voya Financial position peaked at $2.54M in Q3 2023.
145 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.