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Oxford Financial Group’s Intercontinental Exchange ICE Stock Holding History

Oxford Financial Group’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 		$698K Buy
+4,440
New +$724K 0.04% 129
2025
Q4 		– Sell
-1,217
Closed -$205K – 296
2025
Q3 		$205K Buy
1,217
+33
+3% +$5.9K 0.01% 219
2025
Q2 		$217K Sell
1,184
-70
-6% -$12K 0.01% 202
2025
Q1 		$216K Buy
+1,254
New +$205K 0.02% 202
2024
Q4 		– Sell
-1,284
Closed -$206K – 312
2024
Q3 		$206K Buy
+1,284
New +$198K 0.01% 235
2023
Q3 		– Sell
-2,261
Closed -$256K – 278
2023
Q2 		$256K Buy
+2,261
New +$245K 0.02% 198

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

Oxford Financial Group's ICE Position: Q1 2026 in Review

Oxford Financial Group opened a new position in Intercontinental Exchange (ICE) in Q1 2026: 4,440 shares worth $698K. The stake represents 0.04% of the portfolio and ranks #129 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in ICE as recently as Q3 2025.

Oxford Financial Group first reported a position in ICE in Q2 2023 and has held it in 6 quarters since. 1,721 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Oxford Financial Group held 4,440 shares of Intercontinental Exchange worth $698K as of Q1 2026.
  • Intercontinental Exchange was a new Oxford Financial Group position in Q1 2026.
  • Intercontinental Exchange made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #129 holding.
  • Oxford Financial Group first reported a position in Intercontinental Exchange in Q2 2023 and has held it in 6 quarters since.
  • 1,721 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.