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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
Q2 		– Sell
-139
Closed -$1.29K – 2020
2026
Q1 		$1.29K Buy
+139
New +$1.37K ﹤0.01% 2495

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CC
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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

Root Financial Partners's MAX Position: Q2 2026 in Review

Root Financial Partners sold out of MediaAlpha (MAX) in Q2 2026, closing a stake of 139 shares — an estimated $1.29K sold.

Root Financial Partners first reported a position in MAX in Q1 2026 and held it in 1 quarter. The position peaked at $1.29K in Q1 2026. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Root Financial Partners reported no remaining MediaAlpha position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 139 MediaAlpha shares in Q2 2026, an estimated $1.29K.
  • Root Financial Partners first reported a position in MediaAlpha in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's MediaAlpha position peaked at $1.29K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.