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Independent Financial Group’s MediaAlpha MAX Stock Holding History

Independent Financial Group’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
2025
Q1 		– Sell
-15,261
Closed -$172K – 1233
2024
Q4 		$172K Buy
+15,261
New +$220K 0.01% 1112

Other funds holding MAX

WMIG
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Independent Financial Group's MAX Position: Q1 2025 in Review

Independent Financial Group sold out of MediaAlpha (MAX) in Q1 2025, closing a stake of 15,261 shares — an estimated $172K sold.

Independent Financial Group first reported a position in MAX in Q4 2024 and held it in 1 quarter. The position peaked at $172K in Q4 2024. 144 funds tracked by Wall St. Rank hold MAX as of Q1 2025.

  • Independent Financial Group reported no remaining MediaAlpha position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 15,261 MediaAlpha shares in Q1 2025, an estimated $172K.
  • Independent Financial Group first reported a position in MediaAlpha in Q4 2024 and held it in 1 quarter.
  • Independent Financial Group's MediaAlpha position peaked at $172K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.