Mackenzie Financial
MAX icon

Mackenzie Financial’s MediaAlpha MAX Stock Holding History

Mackenzie 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
2026
Q1 		$133K Sell
14,293
-28,682
-67% -$283K ﹤0.01% 1382
2025
Q4 		$559K Buy
42,975
+27,858
+184% +$340K ﹤0.01% 1198
2025
Q3 		$172K Buy
15,117
+4,550
+43% +$50.2K ﹤0.01% 1583
2025
Q2 		$116K Hold
10,567
– – ﹤0.01% 1605
2025
Q1 		$97.6K Sell
10,567
-49,692
-82% -$531K ﹤0.01% 1588
2024
Q4 		$680K Buy
60,259
+46,996
+354% +$676K ﹤0.01% 1049
2024
Q3 		$240K Buy
+13,263
New +$211K ﹤0.01% 1289
2024
Q2 		– Sell
-14,640
Closed -$298K – 1585
2024
Q1 		$298K Sell
14,640
-1,552
-10% -$24.8K ﹤0.01% 1177
2023
Q4 		$181K Hold
16,192
– – ﹤0.01% 1350
2023
Q3 		$129K Hold
16,192
– – ﹤0.01% 1327
2023
Q2 		$153K Sell
16,192
-3,482
-18% -$31.5K ﹤0.01% 1372
2023
Q1 		$295K Buy
19,674
+3,482
+22% +$47.1K ﹤0.01% 1192
2022
Q4 		$161K Hold
16,192
– – ﹤0.01% 1283
2022
Q3 		$142K Hold
16,192
– – ﹤0.01% 1283
2022
Q2 		$159K Buy
16,192
+337
+2% +$4.11K ﹤0.01% 1305
2022
Q1 		$262K Sell
15,855
-1,110,168
-99% -$15.5M ﹤0.01% 1179
2021
Q4 		$17.4M Sell
1,126,023
-75
-0% -$1.25K 0.02% 390
2021
Q3 		$21M Buy
1,126,098
+803,764
+249% +$21.8M 0.03% 334
2021
Q2 		$13.6M Buy
+322,334
New +$12.9M 0.02% 407

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Mackenzie Financial's MAX Position: Q1 2026 in Review

Mackenzie Financial reduced its MediaAlpha (MAX) stake by 67% in Q1 2026, selling an estimated $283K and leaving 14,293 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Mackenzie Financial first reported a position in MAX in Q2 2021 and has held it in 19 quarters since. The position peaked at $21M in Q3 2021. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Mackenzie Financial held 14,293 shares of MediaAlpha worth $133K as of Q1 2026.
  • Mackenzie Financial sold 28,682 MediaAlpha shares in Q1 2026, an estimated $283K.
  • MediaAlpha made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1382 holding.
  • Mackenzie Financial first reported a position in MediaAlpha in Q2 2021 and has held it in 19 quarters since.
  • Mackenzie Financial's MediaAlpha position peaked at $21M in Q3 2021.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.