Bank of Montreal’s MediaAlpha MAX Stock Holding History

Bank of Montreal’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	$132K	Hold	10,494	–	–	﹤0.01%	3153
2026 Q1	$97.6K	Buy	+10,494	New	+$103K	﹤0.01%	3141
2021 Q2	–	Sell	-515	Closed	-$19K	–	4410
2021 Q1	$19K	Sell	515 -1,164	-69%	-$57.7K	﹤0.01%	4084
2020 Q4	$65K	Buy	+1,679	New	+$65.1K	﹤0.01%	3816

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Bank of Montreal's MAX Position: Q2 2026 in Review

Bank of Montreal held its MediaAlpha (MAX) position steady in Q2 2026 at 10,494 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

Bank of Montreal first reported a position in MAX in Q4 2020 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

Bank of Montreal held 10,494 shares of MediaAlpha worth $132K as of Q2 2026.
Bank of Montreal left its MediaAlpha share count unchanged in Q2 2026.
MediaAlpha made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3153 holding.
Bank of Montreal first reported a position in MediaAlpha in Q4 2020 and has held it in 4 quarters since.
153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.