CWM, LLC

Position in VOYA — Voya Financial, Inc.

CIK 1535847 OMAHA, NE

Position in VOYA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$375,076

-$599,402 QoQ

Shares Held

5,490

-58.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $3,697,678 across 5 Financial Conglomerates names. VOYA ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp	57,631	$1,728,353
2	HTH	Hilltop Holdings Inc.	31,031	$1,111,530
3	TREE	LendingTree, Inc.	10,727	$459,973
4	VOYA	Voya Financial, Inc. This page	5,490	$375,076
5	FRHC	Freedom Holding Corp.	157	$22,746

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$375,076	5,490	-58.0%	Shares	Sole	2026-05-14
2025-12-31	$974,478	13,082	+171.2%	Shares	Sole	2026-01-26
2025-09-30	$360,835	4,824	+84.4%	Shares	Sole	2025-10-15
2025-06-30	$185,736	2,616	+22.3%	Shares	Sole	2025-07-25
2025-03-31	$144,938	2,139	+36.9%	Shares	Sole	2025-05-01
2024-12-31	$107,512	1,562	-31.9%	Shares	Sole	2025-02-04
2024-09-30	$181,809	2,295	-6.6%	Shares	Sole	2024-10-08
2024-06-30	$174,744	2,456	+97.7%	Shares	Sole	2024-07-10
2024-03-31	$91,808	1,242	+22.6%	Shares	Sole	2024-04-05
2023-12-31	$73,908	1,013	-14.8%	Shares	Sole	2024-02-01
2023-09-30	$79,009	1,189	-9.2%	Shares	Sole	2023-10-11
2023-06-30	$93,868	1,309	+10.2%	Shares	Sole	2023-08-03
2023-03-31	$84,894	1,188	+24.0%	Shares	Sole	2023-05-01
2022-12-31	$58,907	958	-0.2%	Shares	Sole	2023-02-01
2022-09-30	$58,080	960	+8.8%	Shares	Sole	2022-10-27
2022-06-30	$52,505	882	+1.7%	Shares	Sole	2022-07-28
2022-03-31	$57,525	867	+76.6%	Shares	Sole	2022-04-21
2021-12-31	$32,558	491	-5.2%	Shares	Sole	2022-01-31
2021-06-30	$31,857	518	0.0%	Shares	Sole	2021-09-15
2021-03-31	$32,965	518	0.0%	Shares	Sole	2021-09-15
2020-12-31	$30,463	518	0.0%	Shares	Sole	2021-09-15
2020-09-30	$24,827	518	0.0%	Shares	Sole	2021-09-15
2020-06-30	$24,164	518	0.0%	Shares	Sole	2021-09-15
2020-03-31	$21,004	518	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.