Legacy Advisors’s Intercontinental Exchange ICE Stock Holding History

Legacy Advisors’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	$267K	Buy	1,754 +66	+4%	+$10K	0.03%	255
2026 Q2	$208K	Buy	+1,688	New	+$253K	0.02%	312
2025 Q1	$305K	Buy	1,770 +118	+7%	+$19.3K	0.03%	320
2024 Q4	$246K	Sell	1,652 -716	-30%	-$113K	0.02%	345
2024 Q3	$380K	Buy	+2,368	New	+$365K	0.04%	266
2024 Q1	–	Sell	-1,794	Closed	-$230K	–	325
2023 Q4	$230K	Buy	+1,794	New	+$203K	0.03%	279

Other funds holding ICE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Legacy Advisors's ICE Position: Q3 2026 in Review

Legacy Advisors increased its Intercontinental Exchange (ICE) stake by 3.9% in Q3 2026, buying an estimated $10K and bringing the position to 1,754 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #255.

Legacy Advisors first reported a position in ICE in Q4 2023 and has held it in 6 quarters since. The position peaked at $380K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

Legacy Advisors held 1,754 shares of Intercontinental Exchange worth $267K as of Q3 2026.
Legacy Advisors bought 66 Intercontinental Exchange shares in Q3 2026, an estimated $10K.
Intercontinental Exchange made up 0.03% of Legacy Advisors's portfolio in Q3 2026, its #255 holding.
Legacy Advisors first reported a position in Intercontinental Exchange in Q4 2023 and has held it in 6 quarters since.
Legacy Advisors's Intercontinental Exchange position peaked at $380K in Q3 2024.
1,080 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.