Position in VOYA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,332,419
+$420,212 QoQ
Shares Held
14,718
+10.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 513 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in VOYA Over Time
Shares Held
Position Value (USD)
Derivatives in VOYA
reported options exposure · as of Dec 31, 2022CallValue
$6,917,625
CallShares
112,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,801,636 across 2 Financial Conglomerates names. VOYA ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
|
38,623 | $1,469,217 | |
| 2 | VOYA |
Voya Financial, Inc.
This page
|
14,718 | $1,332,419 |
All Filings in VOYA
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,332,419 | 14,718 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $912,207 | 13,352 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,169,416 | 15,699 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,190,814 | 15,920 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,783,804 | 25,124 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,267,991 | 18,713 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,266,608 | 18,402 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,028,505 | 25,606 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,891,237 | 26,581 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,021,414 | 27,346 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,362,369 | 32,379 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,822,124 | 27,421 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,087,261 | 29,107 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,330,236 | 32,609 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $20,861,771 | 339,271 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $6,917,625 | 112,500 | Call | Defined | 2023-02-01 | |
| 2022-09-30 | $6,201,792 | 102,509 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $895,400 | 14,800 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $2,159,328 | 36,273 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,069,056 | 31,184 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,437,554 | 36,760 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,411,931 | 55,578 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,839,013 | 62,423 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,838,115 | 107,450 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $30,203,695 | 513,581 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $27,828,107 | 580,599 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $30,664,115 | 657,323 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,543,979 | 38,076 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||