Bank of New York Mellon
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Bank of New York Mellon’s MediaAlpha MAX Stock Holding History

Bank of New York Mellon’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 		$1.02M Sell
81,504
-5,451
-6% -$51.4K ﹤0.01% 3341
2026
Q1 		$809K Sell
86,955
-357
-0.4% -$3.52K ﹤0.01% 3338
2025
Q4 		$1.13M Sell
87,312
-11,832
-12% -$145K ﹤0.01% 3165
2025
Q3 		$1.13M Buy
99,144
+4,072
+4% +$44.9K ﹤0.01% 3142
2025
Q2 		$1.04M Buy
95,072
+5,418
+6% +$52.3K ﹤0.01% 3109
2025
Q1 		$828K Sell
89,654
-295
-0.3% -$3.15K ﹤0.01% 3167
2024
Q4 		$1.02M Buy
89,949
+13,356
+17% +$192K ﹤0.01% 3155
2024
Q3 		$1.39M Sell
76,593
-7,562
-9% -$121K ﹤0.01% 2948
2024
Q2 		$1.11M Buy
84,155
+11,503
+16% +$212K ﹤0.01% 3135
2024
Q1 		$1.48M Buy
72,652
+6,092
+9% +$97.3K ﹤0.01% 2933
2023
Q4 		$742K Sell
66,560
-4,075
-6% -$40.3K ﹤0.01% 3344
2023
Q3 		$583K Sell
70,635
-10,384
-13% -$92.7K ﹤0.01% 3464
2023
Q2 		$835K Buy
81,019
+4,985
+7% +$45.1K ﹤0.01% 3309
2023
Q1 		$1.14M Sell
76,034
-3,655
-5% -$49.4K ﹤0.01% 3084
2022
Q4 		$793K Buy
79,689
+5,368
+7% +$59.2K ﹤0.01% 3311
2022
Q3 		$651K Buy
74,321
+7,316
+11% +$71.2K ﹤0.01% 3436
2022
Q2 		$659K Sell
67,005
-477
-0.7% -$5.82K ﹤0.01% 3428
2022
Q1 		$1.12M Buy
67,482
+235
+0.3% +$3.29K ﹤0.01% 3245
2021
Q4 		$1.04M Sell
67,247
-108
-0.2% -$1.8K ﹤0.01% 3364
2021
Q3 		$1.26M Buy
67,355
+6,687
+11% +$181K ﹤0.01% 3269
2021
Q2 		$2.55M Buy
60,668
+21,227
+54% +$849K ﹤0.01% 2841
2021
Q1 		$1.4M Buy
39,441
+6,601
+20% +$327K ﹤0.01% 3141
2020
Q4 		$1.28M Buy
+32,840
New +$1.27M ﹤0.01% 3112

Other funds holding MAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $90.7M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Bank of New York Mellon's MAX Position: Q2 2026 in Review

Bank of New York Mellon reduced its MediaAlpha (MAX) stake by 6.3% in Q2 2026, selling an estimated $51.4K and leaving 81,504 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

Bank of New York Mellon first reported a position in MAX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.55M in Q2 2021. 47 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Bank of New York Mellon held 81,504 shares of MediaAlpha worth $1.02M as of Q2 2026.
  • Bank of New York Mellon sold 5,451 MediaAlpha shares in Q2 2026, an estimated $51.4K.
  • MediaAlpha made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3341 holding.
  • Bank of New York Mellon first reported a position in MediaAlpha in Q4 2020 and has held it in 23 quarters since.
  • Bank of New York Mellon's MediaAlpha position peaked at $2.55M in Q2 2021.
  • 47 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.