Farther Finance Advisors’s MediaAlpha MAX Stock Holding History

Farther Finance 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 Q3	$1.43K	Sell	149 -355	-70%	-$4.43K	﹤0.01%	5487
2026 Q2	$6.33K	Buy	504 +256	+103%	+$2.42K	﹤0.01%	4663
2026 Q1	$2.25K	Buy	248 +61	+33%	+$601	﹤0.01%	4858
2025 Q4	$2.42K	Sell	187 -46	-20%	-$562	﹤0.01%	4616
2025 Q3	$2.65K	Buy	+233	New	+$2.57K	﹤0.01%	4030
2025 Q2	–	Sell	-232	Closed	-$2.09K	–	4596
2025 Q1	$2.09K	Buy	+232	New	+$2.48K	﹤0.01%	3375
2024 Q1	–	Sell	-27	Closed	-$301	–	3672
2023 Q4	$301	Buy	+27	New	+$267	﹤0.01%	3131

Other funds holding MAX

TIM

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors's MAX Position: Q3 2026 in Review

Farther Finance Advisors reduced its MediaAlpha (MAX) stake by 70% in Q3 2026, selling an estimated $4.43K and leaving 149 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #5487.

Farther Finance Advisors first reported a position in MAX in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.33K in Q2 2026. 10 funds tracked by Wall St. Rank hold MAX as of Q3 2026.

Farther Finance Advisors held 149 shares of MediaAlpha worth $1.43K as of Q3 2026.
Farther Finance Advisors sold 355 MediaAlpha shares in Q3 2026, an estimated $4.43K.
MediaAlpha made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5487 holding.
Farther Finance Advisors first reported a position in MediaAlpha in Q4 2023 and has held it in 7 quarters since.
Farther Finance Advisors's MediaAlpha position peaked at $6.33K in Q2 2026.
10 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.