Bank of Montreal
MAX icon

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
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 $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of Montreal's MAX Position: Q1 2026 in Review

Bank of Montreal opened a new position in MediaAlpha (MAX) in Q1 2026: 10,494 shares worth $97.6K. The stake represents ﹤0.01% of the portfolio and ranks #3141 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in MAX as recently as Q1 2021.

Bank of Montreal first reported a position in MAX in Q4 2020 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Bank of Montreal held 10,494 shares of MediaAlpha worth $97.6K as of Q1 2026.
  • MediaAlpha was a new Bank of Montreal position in Q1 2026.
  • MediaAlpha made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3141 holding.
  • Bank of Montreal first reported a position in MediaAlpha in Q4 2020 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.