Key Financial Inc’s Intercontinental Exchange ICE Stock Holding History

Key Financial Inc’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 Q1	$13.2K	Hold	84	–	–	﹤0.01%	815
2025 Q4	$13.6K	Sell	84 -22	-21%	-$3.44K	﹤0.01%	807
2025 Q3	$17.2K	Hold	106	–	–	﹤0.01%	742
2025 Q2	$19.4K	Hold	106	–	–	﹤0.01%	702
2025 Q1	$18.3K	Buy	106 +12	+13%	+$1.97K	﹤0.01%	687
2024 Q4	$14K	Buy	94 +22	+31%	+$3.48K	﹤0.01%	740
2024 Q3	$11.6K	Hold	72	–	–	﹤0.01%	755
2024 Q2	$9.86K	Hold	72	–	–	﹤0.01%	785
2024 Q1	$9.89K	Hold	72	–	–	﹤0.01%	764
2023 Q4	$9.25K	Hold	72	–	–	﹤0.01%	762
2023 Q3	$7.92K	Hold	72	–	–	﹤0.01%	784
2023 Q2	$8.14K	Buy	+72	New	+$7.8K	﹤0.01%	784
2023 Q1	–	Sell	-35	Closed	-$3.16K	–	1185
2022 Q4	$3.16K	Hold	35	–	–	﹤0.01%	872
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	888
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	886
2022 Q1	$5K	Buy	+35	New	+$4.52K	﹤0.01%	787
2020 Q2	–	Sell	-200	Closed	-$17K	–	334
2020 Q1	$17K	Buy	+200	New	+$18.1K	0.02%	343

Other funds holding ICE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Key Financial Inc's ICE Position: Q1 2026 in Review

Key Financial Inc held its Intercontinental Exchange (ICE) position steady in Q1 2026 at 84 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Key Financial Inc first reported a position in ICE in Q1 2020 and has held it in 17 quarters since. The position peaked at $19.4K in Q2 2025. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

Key Financial Inc held 84 shares of Intercontinental Exchange worth $13.2K as of Q1 2026.
Key Financial Inc left its Intercontinental Exchange share count unchanged in Q1 2026.
Intercontinental Exchange made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #815 holding.
Key Financial Inc first reported a position in Intercontinental Exchange in Q1 2020 and has held it in 17 quarters since.
Key Financial Inc's Intercontinental Exchange position peaked at $19.4K in Q2 2025.
1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.