Legacy Financial Advisors, Inc.
Position in ICE — Intercontinental Exchange, Inc.
CIK 1730810
COVINGTON, KY
Position in ICE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,118,454
-$338,430 QoQ
Shares Held
9,085
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#817
of 1,650 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $4,476,970 across 8 Financial Data & Stock Exchanges names. ICE ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
This page
|
9,085 | $1,118,454 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
8,745 | $689,280 | |
| 3 | SPGI |
S&P Global Inc.
|
1,617 | $623,107 | |
| 4 | CME |
Cme Group Inc.
|
2,740 | $605,074 | |
| 5 | MCO |
Moodys Corp /De/
|
1,183 | $535,804 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,699 | $390,905 | |
| 7 | MSCI |
MSCI Inc.
|
541 | $302,981 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
871 | $211,365 |
All Filings in ICE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,454 | 9,085 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,456,884 | 9,263 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,384,272 | 8,547 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,203,452 | 7,143 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,201,178 | 6,547 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $297,045 | 1,722 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $255,999 | 1,718 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $312,605 | 1,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $261,870 | 1,913 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $274,035 | 1,994 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $234,898 | 1,829 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||