Align Financial
MAX icon

Align Financial’s MediaAlpha MAX Stock Holding History

Align Financial’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$746 Buy
+78
New +$973 ﹤0.01% 432

Other funds holding MAX

Triad Investment Management
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Align Financial's MAX Position: Q3 2026 in Review

Align Financial opened a new position in MediaAlpha (MAX) in Q3 2026: 78 shares worth $746. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings.

14 funds tracked by Wall St. Rank hold MAX as of Q3 2026.

  • Align Financial held 78 shares of MediaAlpha worth $746 as of Q3 2026.
  • MediaAlpha was a new Align Financial position in Q3 2026.
  • MediaAlpha made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #432 holding.
  • 14 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.