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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
Q2 		$1.12M Sell
9,085
-178
-2% -$26.7K 0.14% 126
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Financial Advisors's ICE Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Intercontinental Exchange (ICE) stake by 1.9% in Q2 2026, selling an estimated $26.7K and leaving 9,085 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #126.

Legacy Financial Advisors first reported a position in ICE in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.46M in Q1 2026. 1,665 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Legacy Financial Advisors held 9,085 shares of Intercontinental Exchange worth $1.12M as of Q2 2026.
  • Legacy Financial Advisors sold 178 Intercontinental Exchange shares in Q2 2026, an estimated $26.7K.
  • Intercontinental Exchange made up 0.14% of Legacy Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Legacy Financial Advisors first reported a position in Intercontinental Exchange in Q4 2017 and has held it in 17 quarters since.
  • Legacy Financial Advisors's Intercontinental Exchange position peaked at $1.46M in Q1 2026.
  • 1,665 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.