Patriot Financial Group Insurance Agency 13F: New $1.8M Stake in ICE

Patriot Financial Group Insurance Agency established a brand-new position in Intercontinental Exchange, Inc. (NYSE: ICE), according to a Form 13F filing submitted to the Securities and Exchange Commission on October 14, 2026. Keep in mind that 13F filings are backward-looking and reflect holdings as of the close of the reporting quarter, meaning they may not represent the fund's exact current position today.

What Changed in Patriot Financial Group Insurance Agency's Intercontinental Exchange, Inc. Position

The firm opened a new stake by purchasing 11,821 shares of Intercontinental Exchange, Inc. The newly initiated holding was valued at approximately $1,797,161 at the time of the disclosure. Because this was a brand-new addition to the portfolio, there was no prior share count or percentage change to report.

Other Institutional Activity in Intercontinental Exchange, Inc.

Other major institutional investors made notable adjustments to their positions in Intercontinental Exchange, Inc. during the reporting cycle. Blackrock Inc. reduced its holdings by 2,168,754 shares, ending the period with 50,727,686 shares worth about $8,195,564,826 for a 4.1% decrease. Vanguard Capital Management LLC grew its holdings by 25,838 shares, ending with 36,936,565 shares worth about $5,967,471,351, a 0.1% increase. State Street Corporation added 416,468 shares to hold 25,966,680 shares valued at about $4,195,176,757, marking a 1.6% increase. Harris Associates L.P. grew its stake by 1,707,830 shares to finish with 18,050,700 shares worth about $2,916,271,047, representing a 10.4% increase. Meanwhile, Morgan Stanley trimmed its holdings by 1,369,014 shares, closing the quarter with 13,117,904 shares valued at about $2,119,328,538, a 9.4% decrease.

Intercontinental Exchange, Inc. Stock Up 0.9%

Intercontinental Exchange, Inc. shares recently traded around $159.78 as of October 16, 2026. The stock sits above its 50-day moving average of $156.03 and trades above its 200-day moving average of $154.72. Over the past 52 weeks, the shares have traded as low as $121.79 and as high as $176.05.

Recent Earnings

For its trailing twelve-month period, Intercontinental Exchange, Inc. reported revenue of $10,558,000,128 alongside earnings of $7.09 per share. The company posted a net margin of 38.2% and a return on equity of 14.1%, with year-over-year revenue growth coming in at 4.8%. The next quarterly earnings report is scheduled for October 29, 2026.

Dividend

Intercontinental Exchange, Inc. pays an annual dividend rate of $2.08 per share, which translates to a dividend yield of 1.31%. The company allocates 28.2% of its earnings toward dividend payments.

Insider Buying and Selling at Intercontinental Exchange, Inc.

Company insiders executed several transactions prior to the filing date. Director Martha A. Tirinnanzi sold 1,340 shares on August 26, 2026, at an average price of $161.16 for a total value of $215,954. President Benjamin Jackson sold 12,862 shares on September 1, 2026, with a total value of $2,059,064. Officer Christopher Scott Edmonds sold 5,000 shares on September 1, 2026, at an average price of $160.59 for a total value of $802,950. Additionally, officer Douglas Foley sold 1,600 shares on September 14, 2026, at an average price of $160.00 for a total value of $256,000.

Analysts Set New Price Targets

Wall Street research firms updated their views on the stock ahead of the filing. On October 5, 2026, TD Cowen downgraded the stock and set a price target of $166.00, down from its prior target of $177.00. On October 7, 2026, Barclays maintained an overweight rating while raising its price target to $189.00 from $182.00. Morgan Stanley maintained an equal-weight rating on October 9, 2026, lifting its target to $173.00 from $163.00. TD Cowen maintained a hold rating on October 12, 2026, moving its target to $167.00 from $166.00. Wells Fargo maintained an underweight rating on October 14, 2026, taking its target to $160.00 from $159.00. Across the broader analyst community, the stock carries a consensus buy recommendation and a mean price target of $187.53.

About Intercontinental Exchange, Inc.

Intercontinental Exchange, Inc. provides market technology, data services, and global financial infrastructure to institutions, corporations, and government entities. The Atlanta-based operator manages physical and electronic exchanges across major asset classes, helping market participants execute trades, manage risk, and access critical financial data.

Bottom Line

Investors tracking Patriot Financial Group Insurance Agency will look to upcoming regulatory updates to see if the firm expands its footprint. The company's next earnings report on October 29, 2026, will provide a fresh look at financial performance.