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Burkett Financial Services’s Intercontinental Exchange ICE Stock Holding History

Burkett Financial Services’s Portfolio ICE Stock Details ICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.2K Buy
+271
New +$40.9K 0.01% 176

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MPWT
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BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's ICE Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Intercontinental Exchange (ICE) in Q3 2026: 271 shares worth $41.2K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings.

11 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Burkett Financial Services held 271 shares of Intercontinental Exchange worth $41.2K as of Q3 2026.
  • Intercontinental Exchange was a new Burkett Financial Services position in Q3 2026.
  • Intercontinental Exchange made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #176 holding.
  • 11 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.