Stiles Financial Services
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Stiles Financial Services’s Intercontinental Exchange ICE Stock Holding History

Stiles Financial Services’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 		$1.17M Buy
7,696
+1,164
+18% +$176K 0.3% 79
2026
Q2 		$804K Buy
6,532
+1,821
+39% +$273K 0.2% 97
2026
Q1 		$741K Buy
4,711
+367
+8% +$59.9K 0.23% 97
2025
Q4 		$704K Buy
4,344
+804
+23% +$126K 0.22% 101
2025
Q3 		$596K Buy
3,540
+58
+2% +$10.4K 0.19% 109
2025
Q2 		$639K Buy
3,482
+327
+10% +$56.2K 0.22% 101
2025
Q1 		$544K Sell
3,155
-721
-19% -$118K 0.21% 107
2024
Q4 		$578K Buy
3,876
+465
+14% +$73.7K 0.21% 109
2024
Q3 		$548K Buy
3,411
+790
+30% +$122K 0.19% 107
2024
Q2 		$359K Buy
2,621
+546
+26% +$73.4K 0.14% 126
2024
Q1 		$285K Buy
+2,075
New +$276K 0.11% 144
2023
Q3 		– Sell
-1,780
Closed -$201K – 185
2023
Q2 		$201K Sell
1,780
-497
-22% -$53.8K 0.1% 183
2023
Q1 		$237K Buy
2,277
+169
+8% +$17.6K 0.13% 160
2022
Q4 		$216K Buy
+2,108
New +$210K 0.12% 160

Other funds holding ICE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
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

Stiles Financial Services's ICE Position: Q3 2026 in Review

Stiles Financial Services increased its Intercontinental Exchange (ICE) stake by 18% in Q3 2026, buying an estimated $176K and bringing the position to 7,696 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #79.

Stiles Financial Services first reported a position in ICE in Q4 2022 and has held it in 14 quarters since. 909 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Stiles Financial Services held 7,696 shares of Intercontinental Exchange worth $1.17M as of Q3 2026.
  • Stiles Financial Services bought 1,164 Intercontinental Exchange shares in Q3 2026, an estimated $176K.
  • Intercontinental Exchange made up 0.3% of Stiles Financial Services's portfolio in Q3 2026, its #79 holding.
  • Stiles Financial Services first reported a position in Intercontinental Exchange in Q4 2022 and has held it in 14 quarters since.
  • 909 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.