Root Financial Partners
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Root Financial Partners’s MediaAlpha MAX Stock Holding History

Root Financial Partners’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
Q3 		$1.52K Buy
+159
New +$1.98K ﹤0.01% 2762
2026
Q2 		– Sell
-139
Closed -$1.29K – 2020
2026
Q1 		$1.29K Buy
+139
New +$1.37K ﹤0.01% 2495

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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Speece Thorson Capital Group
Speece Thorson Capital Group Minnetonka, Minnesota $450M AUM 11.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's MAX Position: Q3 2026 in Review

Root Financial Partners opened a new position in MediaAlpha (MAX) in Q3 2026: 159 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #2762 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MAX as recently as Q1 2026.

Root Financial Partners first reported a position in MAX in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold MAX as of Q3 2026.

  • Root Financial Partners held 159 shares of MediaAlpha worth $1.52K as of Q3 2026.
  • MediaAlpha was a new Root Financial Partners position in Q3 2026.
  • MediaAlpha made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2762 holding.
  • Root Financial Partners first reported a position in MediaAlpha in Q1 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.