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Regent Peak Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History

Regent Peak Wealth 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 		– Sell
-1,437
Closed -$226K – 228
2026
Q1 		$226K Buy
1,437
+75
+6% +$12.2K 0.05% 182
2025
Q4 		$221K Sell
1,362
-49
-3% -$7.67K 0.04% 170
2025
Q3 		$238K Buy
+1,411
New +$252K 0.05% 165
2025
Q1 		$237K Sell
1,373
-9
-0.7% -$1.48K 0.06% 146
2024
Q4 		$206K Sell
1,382
-46
-3% -$7.29K 0.05% 165
2024
Q3 		$229K Buy
+1,428
New +$220K 0.05% 151
2021
Q1 		– Sell
-1,551
Closed -$179K – 533
2020
Q4 		$179K Buy
+1,551
New +$161K 0.06% 150

Other funds holding ICE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Regent Peak Wealth Advisors's ICE Position: Q2 2026 in Review

Regent Peak Wealth Advisors sold out of Intercontinental Exchange (ICE) in Q2 2026, closing a stake of 1,437 shares — an estimated $226K sold.

Regent Peak Wealth Advisors first reported a position in ICE in Q4 2020 and held it in 7 quarters. The position peaked at $238K in Q3 2025. 279 funds tracked by Wall St. Rank hold ICE as of Q2 2026.

  • Regent Peak Wealth Advisors reported no remaining Intercontinental Exchange position as of Q2 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,437 Intercontinental Exchange shares in Q2 2026, an estimated $226K.
  • Regent Peak Wealth Advisors first reported a position in Intercontinental Exchange in Q4 2020 and held it in 7 quarters.
  • Regent Peak Wealth Advisors's Intercontinental Exchange position peaked at $238K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.