Capital Advisors Ltd’s MediaAlpha MAX Stock Holding History

Capital Advisors Ltd’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	–	Sell	-12	Closed	–	–	1507
2025 Q4	$0	Hold	12	–	–	﹤0.01%	1486
2025 Q3	$0	Hold	12	–	–	﹤0.01%	1482
2025 Q2	$0	Buy	+12	New	+$116	﹤0.01%	1519

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital Advisors Ltd's MAX Position: Q1 2026 in Review

Capital Advisors Ltd sold out of MediaAlpha (MAX) in Q1 2026, closing a stake of 12 shares.

Capital Advisors Ltd first reported a position in MAX in Q2 2025 and held it in 3 quarters. The position peaked at $0 in Q4 2025. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

Capital Advisors Ltd reported no remaining MediaAlpha position as of Q1 2026 after selling out during the quarter.
Capital Advisors Ltd sold 12 MediaAlpha shares in Q1 2026.
Capital Advisors Ltd first reported a position in MediaAlpha in Q2 2025 and held it in 3 quarters.
Capital Advisors Ltd's MediaAlpha position peaked at $0 in Q4 2025.
162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.