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Legacy Financial Advisors’s Intercontinental Exchange ICE Stock Holding History

Legacy Financial 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
Q1 		$1.46M Buy
9,263
+716
+8% +$117K 0.2% 87
2025
Q4 		$1.38M Buy
8,547
+1,404
+20% +$220K 0.19% 92
2025
Q3 		$1.2M Buy
7,143
+596
+9% +$106K 0.17% 99
2025
Q2 		$1.2M Buy
6,547
+4,825
+280% +$829K 0.19% 88
2025
Q1 		$297K Buy
1,722
+4
+0.2% +$655 0.05% 273
2024
Q4 		$256K Sell
1,718
-228
-12% -$36.1K 0.04% 295
2024
Q3 		$313K Buy
1,946
+33
+2% +$5.09K 0.05% 270
2024
Q2 		$262K Sell
1,913
-81
-4% -$10.9K 0.05% 280
2024
Q1 		$274K Buy
1,994
+165
+9% +$21.9K 0.05% 263
2023
Q4 		$235K Buy
+1,829
New +$207K 0.05% 267
2019
Q2 		– Sell
-207
Closed -$16K – 472
2019
Q1 		$16K Sell
207
-84
-29% -$6.29K 0.01% 509
2018
Q4 		$22K Sell
291
-48
-14% -$3.68K 0.01% 392
2018
Q3 		$25K Hold
339
– – 0.01% 341
2018
Q2 		$25K Buy
339
+154
+83% +$11.2K 0.01% 347
2018
Q1 		$13K Sell
185
-90
-33% -$6.58K 0.01% 427
2017
Q4 		$19K Buy
+275
New +$18.9K 0.01% 370

Other funds holding ICE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Financial Advisors's ICE Position: Q1 2026 in Review

Legacy Financial Advisors increased its Intercontinental Exchange (ICE) stake by 8.4% in Q1 2026, buying an estimated $117K and bringing the position to 9,263 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #87.

Legacy Financial Advisors first reported a position in ICE in Q4 2017 and has held it in 16 quarters since. 1,721 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Legacy Financial Advisors held 9,263 shares of Intercontinental Exchange worth $1.46M as of Q1 2026.
  • Legacy Financial Advisors bought 716 Intercontinental Exchange shares in Q1 2026, an estimated $117K.
  • Intercontinental Exchange made up 0.2% of Legacy Financial Advisors's portfolio in Q1 2026, its #87 holding.
  • Legacy Financial Advisors first reported a position in Intercontinental Exchange in Q4 2017 and has held it in 16 quarters since.
  • 1,721 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.