Raymond James Financial
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Raymond James Financial’s MediaAlpha MAX Stock Holding History

Raymond James 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 		– Sell
-52,708
Closed -$683K – 5382
2025
Q4 		$683K Buy
52,708
+11,300
+27% +$138K ﹤0.01% 4044
2025
Q3 		$471K Buy
41,408
+35,729
+629% +$394K ﹤0.01% 4152
2025
Q2 		$62.2K Buy
+5,679
New +$54.8K ﹤0.01% 5095

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
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Raymond James Financial's MAX Position: Q1 2026 in Review

Raymond James Financial sold out of MediaAlpha (MAX) in Q1 2026, closing a stake of 52,708 shares — an estimated $683K sold.

Raymond James Financial first reported a position in MAX in Q2 2025 and held it in 3 quarters. The position peaked at $683K in Q4 2025. 163 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Raymond James Financial reported no remaining MediaAlpha position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 52,708 MediaAlpha shares in Q1 2026, an estimated $683K.
  • Raymond James Financial first reported a position in MediaAlpha in Q2 2025 and held it in 3 quarters.
  • Raymond James Financial's MediaAlpha position peaked at $683K in Q4 2025.
  • 163 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.