Clearstead Advisors, LLC

Position in VOYA — Voya Financial, Inc.

CIK 842775 CLEVELAND, OH

Position in VOYA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$42,368

+$19,755 QoQ

Shares Held

468

+41.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#404

of 509 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $251,435 across 6 Financial Conglomerates names. VOYA ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp	5,362	$203,970
2	VOYA	Voya Financial, Inc. This page	468	$42,368
3	HTH	Hilltop Holdings Inc.	85	$3,296
4	TREE	LendingTree, Inc.	33	$1,461
5	FRHC	Freedom Holding Corp.	2	$260
6	RILY	BRC Group Holdings, Inc.	10	$80

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,368	468	+41.4%	Shares	Sole	2026-08-06
2026-03-31	$22,613	331	-81.5%	Shares	Sole	2026-05-06
2025-12-31	$133,113	1,787	+161.3%	Shares	Sole	2026-02-09
2025-09-30	$51,163	684	+7.2%	Shares	Sole	2025-11-10
2025-06-30	$45,298	638	+116.3%	Shares	Sole	2025-08-08
2025-03-31	$19,989	295	0.0%	Shares	Sole	2025-05-13
2024-12-31	$20,304	295	0.0%	Shares	Sole	2025-02-10
2024-09-30	$23,369	295	0.0%	Shares	Sole	2024-11-13
2024-06-30	$20,989	295	0.0%	Shares	Sole	2024-08-12
2024-03-31	$21,806	295	0.0%	Shares	Sole	2024-05-14
2023-12-31	$21,523	295	-39.8%	Shares	Sole	2024-02-12
2023-09-30	$32,560	490	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.