LPL Financial
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LPL Financial’s MediaAlpha MAX Stock Holding History

LPL Financial’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
Q2 		– Sell
-10,000
Closed -$92.4K – 5640
2025
Q1 		$92.4K Hold
10,000
– – ﹤0.01% 5060
2024
Q4 		$113K Buy
+10,000
New +$144K ﹤0.01% 4967

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

LPL Financial's MAX Position: Q2 2026 in Review

LPL Financial opened a new position in MediaAlpha (MAX) in Q2 2026: 13,300 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #5816 among its holdings. This is a return to the name: LPL Financial previously reported a position in MAX as recently as Q3 2025.

LPL Financial first reported a position in MAX in Q4 2024 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • LPL Financial held 13,300 shares of MediaAlpha worth $167K as of Q2 2026.
  • MediaAlpha was a new LPL Financial position in Q2 2026.
  • MediaAlpha made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5816 holding.
  • LPL Financial first reported a position in MediaAlpha in Q4 2024 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.