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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
Q1 		$1.29K Buy
+139
New +$1.37K ﹤0.01% 2495

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

Root Financial Partners's MAX Position: Q1 2026 in Review

Root Financial Partners opened a new position in MediaAlpha (MAX) in Q1 2026: 139 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #2495 among its holdings.

162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Root Financial Partners held 139 shares of MediaAlpha worth $1.29K as of Q1 2026.
  • MediaAlpha was a new Root Financial Partners position in Q1 2026.
  • MediaAlpha made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2495 holding.
  • 162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.