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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
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

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

Farther Finance Advisors's MAX Position: Q2 2026 in Review

Farther Finance Advisors increased its MediaAlpha (MAX) stake by 103% in Q2 2026, buying an estimated $2.42K and bringing the position to 504 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #4663.

Farther Finance Advisors first reported a position in MAX in Q4 2023 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Farther Finance Advisors held 504 shares of MediaAlpha worth $6.33K as of Q2 2026.
  • Farther Finance Advisors bought 256 MediaAlpha shares in Q2 2026, an estimated $2.42K.
  • MediaAlpha made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4663 holding.
  • Farther Finance Advisors first reported a position in MediaAlpha in Q4 2023 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.