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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
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

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

Root Financial Partners's ICE Position: Q1 2026 in Review

Root Financial Partners increased its Intercontinental Exchange (ICE) stake by 47% in Q1 2026, buying an estimated $30K and bringing the position to 572 shares worth $89.9K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Root Financial Partners first reported a position in ICE in Q3 2025 and has held it in 3 quarters since. 1,719 funds tracked by Wall St. Rank hold ICE as of Q1 2026.

  • Root Financial Partners held 572 shares of Intercontinental Exchange worth $89.9K as of Q1 2026.
  • Root Financial Partners bought 184 Intercontinental Exchange shares in Q1 2026, an estimated $30K.
  • Intercontinental Exchange made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #611 holding.
  • Root Financial Partners first reported a position in Intercontinental Exchange in Q3 2025 and has held it in 3 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.