Root Financial Partners
ICE icon

Root Financial Partners’s Intercontinental Exchange ICE Stock Holding History

Root Financial 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 		$193K Buy
+1,270
New +$192K 0.01% 459
2026
Q2 		– Sell
-572
Closed -$89.9K – 1703
2026
Q1 		$89.9K Buy
572
+184
+47% +$30K ﹤0.01% 611
2025
Q4 		$62.8K Sell
388
-46
-11% -$7.2K ﹤0.01% 628
2025
Q3 		$73.1K Buy
+434
New +$77.5K ﹤0.01% 542

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return

Root Financial Partners's ICE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Intercontinental Exchange (ICE) in Q3 2026: 1,270 shares worth $193K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ICE as recently as Q1 2026.

Root Financial Partners first reported a position in ICE in Q3 2025 and has held it in 4 quarters since. 1,440 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Root Financial Partners held 1,270 shares of Intercontinental Exchange worth $193K as of Q3 2026.
  • Intercontinental Exchange was a new Root Financial Partners position in Q3 2026.
  • Intercontinental Exchange made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #459 holding.
  • Root Financial Partners first reported a position in Intercontinental Exchange in Q3 2025 and has held it in 4 quarters since.
  • 1,440 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.