Summit Securities Group
ICE icon

Summit Securities Group’s Intercontinental Exchange ICE Stock Holding History

Summit Securities Group’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
2023
Q4 		– Sell
-100,000
Closed -$11M – 776
2023
Q3 		$11M Buy
+100,000
New +$11.5M 1.13% 21

Other funds holding ICE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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

Summit Securities Group's ICE Position: Q3 2026 in Review

Summit Securities Group sold out of Intercontinental Exchange (ICE) in Q3 2026, closing a stake of 131 shares — an estimated $16.1K sold.

Summit Securities Group first reported a position in ICE in Q4 2013 and held it in 18 quarters. The position peaked at $891K in Q4 2015. 1,440 funds tracked by Wall St. Rank hold ICE as of Q3 2026.

  • Summit Securities Group reported no remaining Intercontinental Exchange position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 131 Intercontinental Exchange shares in Q3 2026, an estimated $16.1K.
  • Summit Securities Group first reported a position in Intercontinental Exchange in Q4 2013 and held it in 18 quarters.
  • Summit Securities Group's Intercontinental Exchange position peaked at $891K in Q4 2015.
  • 1,440 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.