SageView Advisory Group’s MediaAlpha MAX Stock Holding History

SageView Advisory Group’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	-90	Closed	-$1.17K	–	1673
2025 Q4	$1.17K	Buy	+90	New	+$1.1K	﹤0.01%	2340

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

SageView Advisory Group's MAX Position: Q1 2026 in Review

SageView Advisory Group sold out of MediaAlpha (MAX) in Q1 2026, closing a stake of 90 shares — an estimated $1.17K sold.

SageView Advisory Group first reported a position in MAX in Q4 2025 and held it in 1 quarter. The position peaked at $1.17K in Q4 2025. 163 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

SageView Advisory Group reported no remaining MediaAlpha position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 90 MediaAlpha shares in Q1 2026, an estimated $1.17K.
SageView Advisory Group first reported a position in MediaAlpha in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's MediaAlpha position peaked at $1.17K in Q4 2025.
163 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.