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SBI Securities’s MediaAlpha MAX Stock Holding History

SBI Securities’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
2025
Q2 		– Sell
-66
Closed -$610 – 4195
2025
Q1 		$610 Hold
66
– – ﹤0.01% 2785
2024
Q4 		$745 Buy
+66
New +$949 ﹤0.01% 2740

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SBI Securities's MAX Position: Q2 2025 in Review

SBI Securities sold out of MediaAlpha (MAX) in Q2 2025, closing a stake of 66 shares — an estimated $610 sold.

SBI Securities first reported a position in MAX in Q4 2024 and held it in 2 quarters. The position peaked at $745 in Q4 2024. 152 funds tracked by Wall St. Rank hold MAX as of Q2 2025.

  • SBI Securities reported no remaining MediaAlpha position as of Q2 2025 after selling out during the quarter.
  • SBI Securities sold 66 MediaAlpha shares in Q2 2025, an estimated $610.
  • SBI Securities first reported a position in MediaAlpha in Q4 2024 and held it in 2 quarters.
  • SBI Securities's MediaAlpha position peaked at $745 in Q4 2024.
  • 152 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2025.

Based on SBI Securities's 13F filing for Q2 2025, filed 8 Aug 2025.