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EP Wealth Advisors’s MediaAlpha MAX Stock Holding History

EP Wealth Advisors’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 		$192K Buy
+15,273
New +$144K ﹤0.01% 1521

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

EP Wealth Advisors's MAX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in MediaAlpha (MAX) in Q2 2026: 15,273 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings.

154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • EP Wealth Advisors held 15,273 shares of MediaAlpha worth $192K as of Q2 2026.
  • MediaAlpha was a new EP Wealth Advisors position in Q2 2026.
  • MediaAlpha made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1521 holding.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.