Principle Wealth Partners
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Principle Wealth Partners’s Intercontinental Exchange ICE Stock Holding History

Principle Wealth Partners’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 		$261K Buy
1,715
+80
+5% +$12.1K 0.01% 352
2026
Q2 		$201K Buy
1,635
+5
+0.3% +$750 0.01% 390
2026
Q1 		$256K Buy
1,630
+92
+6% +$15K 0.01% 334
2025
Q4 		$249K Hold
1,538
– – 0.01% 339
2025
Q3 		$259K Sell
1,538
-1
-0.1% -$179 0.02% 328
2025
Q2 		$282K Buy
1,539
+86
+6% +$14.8K 0.02% 317
2025
Q1 		$251K Hold
1,453
– – 0.02% 312
2024
Q4 		$217K Sell
1,453
-56
-4% -$8.87K 0.02% 321
2024
Q3 		$242K Buy
1,509
+1
+0.1% +$154 0.02% 309
2024
Q2 		$206K Hold
1,508
– – 0.02% 320
2024
Q1 		$207K Buy
+1,508
New +$200K 0.02% 333
2020
Q3 		– Sell
-1,511
Closed -$138K – 277
2020
Q2 		$138K Buy
+1,511
New +$138K 0.04% 178

Other funds holding ICE

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Principle Wealth Partners's ICE Position: Q3 2026 in Review

Principle Wealth Partners increased its Intercontinental Exchange (ICE) stake by 4.9% in Q3 2026, buying an estimated $12.1K and bringing the position to 1,715 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #352.

Principle Wealth Partners first reported a position in ICE in Q2 2020 and has held it in 12 quarters since. The position peaked at $282K in Q2 2025. 855 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Principle Wealth Partners held 1,715 shares of Intercontinental Exchange worth $261K as of Q3 2026.
  • Principle Wealth Partners bought 80 Intercontinental Exchange shares in Q3 2026, an estimated $12.1K.
  • Intercontinental Exchange made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #352 holding.
  • Principle Wealth Partners first reported a position in Intercontinental Exchange in Q2 2020 and has held it in 12 quarters since.
  • Principle Wealth Partners's Intercontinental Exchange position peaked at $282K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.