AF
MAX icon

Allworth Financial’s MediaAlpha MAX Stock Holding History

Allworth 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
Q2 		$7.61K Sell
605
-500
-45% -$4.72K ﹤0.01% 3898
2026
Q1 		$10.3K Sell
1,105
-156
-12% -$1.54K ﹤0.01% 3478
2025
Q4 		$16.3K Buy
1,261
+288
+30% +$3.52K ﹤0.01% 2940
2025
Q3 		$11.1K Buy
973
+474
+95% +$5.23K ﹤0.01% 3079
2025
Q2 		$5.46K Buy
499
+382
+326% +$3.69K ﹤0.01% 3214
2025
Q1 		$991 Buy
+117
New +$1.25K ﹤0.01% 3471
2022
Q3 		– Sell
-33
Closed – – 2918
2022
Q2 		$0 Buy
+33
New +$403 ﹤0.01% 2630

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

Allworth Financial's MAX Position: Q2 2026 in Review

Allworth Financial reduced its MediaAlpha (MAX) stake by 45% in Q2 2026, selling an estimated $4.72K and leaving 605 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3898.

Allworth Financial first reported a position in MAX in Q2 2022 and has held it in 7 quarters since. The position peaked at $16.3K in Q4 2025. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Allworth Financial held 605 shares of MediaAlpha worth $7.61K as of Q2 2026.
  • Allworth Financial sold 500 MediaAlpha shares in Q2 2026, an estimated $4.72K.
  • MediaAlpha made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3898 holding.
  • Allworth Financial first reported a position in MediaAlpha in Q2 2022 and has held it in 7 quarters since.
  • Allworth Financial's MediaAlpha position peaked at $16.3K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.