VOYA — VOYA FINANCIAL INC

Ownership history in Caprock Group, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in VOYA FINANCIAL INC (VOYA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q2)
Avg. % of fund
0.01%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,464 +1,102 +17.3% 0.01% $566K $73.80
2025 Q1 ADDED 6,362 +1,106 +21.0% 0.01% $431K $66.01
2024 Q4 REDUCED 5,256 -271 -4.9% 0.01% $362K $66.63
2024 Q3 REDUCED 5,527 -51 -0.9% 0.02% $438K $76.27
2024 Q2 ADDED 5,578 +2,511 +81.9% 0.02% $397K $68.05
2023 Q3 INITIATED 3,067 — — 0.02% $204K —
% of Fund (quarterly)    VOYA price (monthly, adj. close)

Other funds also holding VOYA

As of 2025 Q4 — sorted by position size

ALGEBRIS (UK) LTD 3Y 7Y 3.86% Verdad Advisers, LP 3Y 2.17% Gator Capital Management, LLC 3Y 7Y 1.89% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 1.5% Four Tree Island Advisory LLC 1.34% Cascade Investment Advisors, Inc. 3Y 7Y 1.19% Aristotle Capital Boston, LLC 3Y 7Y 1.16% Davis Capital Management 3Y 1.0% Leeward Investments, LLC - MA 3Y 0.94% FCA CORP /TX 3Y 7Y 0.82%
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