Evercore Wealth Management, LLC

Position in ICE — Intercontinental Exchange, Inc.

CIK 1482689 New York, NY

Position in ICE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,109,489

-$585,503 QoQ

Shares Held

17,135

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#658

of 1,650 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $5,217,646 across 6 Financial Data & Stock Exchanges names. ICE ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc. This page	17,135	$2,109,489
2	SPGI	S&P Global Inc.	3,119	$1,201,823
3	MCO	Moodys Corp /De/	1,489	$674,397
4	MSCI	MSCI Inc.	969	$542,678
5	CME	Cme Group Inc.	2,160	$476,992
6	COIN	Coinbase Global, Inc.	1,452	$212,267

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,109,489	17,135	0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,694,992	17,135	-1.0%	Shares	Defined	2026-05-15
2025-12-31	$2,803,851	17,312	-1.0%	Shares	Defined	2026-02-17
2025-09-30	$2,945,198	17,481	0.0%	Shares	Sole	2025-11-14
2025-06-30	$3,207,239	17,481	0.0%	Shares	Defined	2025-08-14
2025-03-31	$3,015,472	17,481	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$2,622,725	17,601	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$2,861,159	17,811	0.0%	Shares	Defined	2024-11-14
2024-06-30	$2,438,147	17,811	-0.8%	Shares	Defined	2024-08-14
2024-03-31	$2,468,242	17,960	-3.2%	Shares	Sole	2024-05-15
2023-12-31	$2,383,018	18,555	+2.4%	Shares	Defined	2024-02-14
2023-09-30	$1,992,792	18,113	+3.9%	Shares	Defined	2023-11-14
2023-06-30	$1,970,871	17,429	-1.4%	Shares	Defined	2023-08-04
2023-03-31	$1,843,742	17,679	+1.4%	Shares	Sole	2023-05-15
2022-12-31	$1,788,040	17,429	-0.4%	Shares	Sole	2023-02-14
2022-09-30	$1,580,853	17,497	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$1,653,599	17,584	-0.1%	Shares	Defined	2022-08-15
2022-03-31	$2,324,651	17,595	-1.2%	Shares	Defined	2022-05-16
2021-12-31	$2,434,505	17,800	0.0%	Shares	Defined	2022-02-14
2021-09-30	$2,043,795	17,800	-2.3%	Shares	Defined	2021-11-15
2021-06-30	$2,162,476	18,218	-1.3%	Shares	Defined	2021-08-16
2021-03-31	$2,061,054	18,455	-3.5%	Shares	Sole	2021-05-17
2020-12-31	$2,203,768	19,115	-0.4%	Shares	Sole	2021-02-16
2020-09-30	$1,920,259	19,193	-0.2%	Shares	Sole	2020-11-16
2020-06-30	$1,761,376	19,229	-0.5%	Shares	Defined	2020-08-13
2020-03-31	$1,560,816	19,329	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.