Position in VOYA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,229
+$2,031 QoQ
Shares Held
113
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#436
of 513 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VOYA Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026SHP Wealth Management holds $20,842 across 2 Financial Conglomerates names. VOYA ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
|
279 | $10,613 | |
| 2 | VOYA |
Voya Financial, Inc.
This page
|
113 | $10,229 |
All Filings in VOYA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,229 | 113 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,198 | 120 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,970 | 107 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||