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Center for Financial Planning’s Intercontinental Exchange ICE Stock Holding History

Center for Financial Planning’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
Q2 		$40K Hold
325
– – ﹤0.01% 355
2026
Q1 		$51.1K Sell
325
-17
-5% -$2.77K 0.01% 297
2025
Q4 		$55.4K Hold
342
– – 0.01% 282
2025
Q3 		$57.6K Hold
342
– – 0.01% 287
2025
Q2 		$62.7K Sell
342
-13
-4% -$2.23K 0.01% 271
2025
Q1 		$61.2K Sell
355
-2,447
-87% -$401K 0.01% 261
2024
Q4 		$417K Buy
2,802
+314
+13% +$49.7K 0.06% 101
2024
Q3 		$400K Hold
2,488
– – 0.05% 107
2024
Q2 		$341K Buy
2,488
+15
+0.6% +$2.02K 0.05% 114
2024
Q1 		$340K Buy
2,473
+52
+2% +$6.91K 0.05% 115
2023
Q4 		$311K Hold
2,421
– – 0.06% 112
2023
Q3 		$266K Buy
2,421
+12
+0.5% +$1.38K 0.06% 113
2023
Q2 		$272K Hold
2,409
– – 0.06% 119
2023
Q1 		$251K Hold
2,409
– – 0.06% 121
2022
Q4 		$247K Buy
2,409
+198
+9% +$19.7K 0.06% 118
2022
Q3 		$200K Buy
2,211
+110
+5% +$11K 0.05% 119
2022
Q2 		$198K Hold
2,101
– – 0.05% 124
2022
Q1 		$278K Hold
2,101
– – 0.06% 114
2021
Q4 		$287K Buy
2,101
+417
+25% +$55.2K 0.06% 110
2021
Q3 		$193K Buy
1,684
+17
+1% +$2.02K 0.05% 126
2021
Q2 		$198K Hold
1,667
– – 0.05% 126
2021
Q1 		$186K Hold
1,667
– – 0.05% 127
2020
Q4 		$192K Hold
1,667
– – 0.05% 118
2020
Q3 		$167K Buy
1,667
+4
+0.2% +$394 0.05% 122
2020
Q2 		$152K Buy
1,663
+1,374
+475% +$126K 0.05% 122
2020
Q1 		$23K Buy
289
+96
+50% +$8.7K 0.01% 237
2019
Q4 		$18K Buy
+193
New +$17.9K ﹤0.01% 271

Other funds holding ICE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Center for Financial Planning's ICE Position: Q2 2026 in Review

Center for Financial Planning held its Intercontinental Exchange (ICE) position steady in Q2 2026 at 325 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Center for Financial Planning first reported a position in ICE in Q4 2019 and has held it in 27 quarters since. The position peaked at $417K in Q4 2024. 938 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Center for Financial Planning held 325 shares of Intercontinental Exchange worth $40K as of Q2 2026.
  • Center for Financial Planning left its Intercontinental Exchange share count unchanged in Q2 2026.
  • Intercontinental Exchange made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #355 holding.
  • Center for Financial Planning first reported a position in Intercontinental Exchange in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Intercontinental Exchange position peaked at $417K in Q4 2024.
  • 938 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.