Stifel Financial
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Stifel Financial’s MediaAlpha MAX Stock Holding History

Stifel Financial’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 		$1.59M Buy
+126,175
New +$1.19M ﹤0.01% 2245
2024
Q3 		– Sell
-64,716
Closed -$852K – 3425
2024
Q2 		$852K Sell
64,716
-204
-0.3% -$3.75K ﹤0.01% 2270
2024
Q1 		$1.32M Buy
64,920
+6,465
+11% +$103K ﹤0.01% 2016
2023
Q4 		$652K Sell
58,455
-9,675
-14% -$95.8K ﹤0.01% 2422
2023
Q3 		$563K Sell
68,130
-847
-1% -$7.56K ﹤0.01% 2434
2023
Q2 		$711K Buy
68,977
+2,024
+3% +$18.3K ﹤0.01% 2303
2023
Q1 		$1M Buy
66,953
+8,145
+14% +$110K ﹤0.01% 2057
2022
Q4 		$585K Sell
58,808
-12,354
-17% -$136K ﹤0.01% 2383
2022
Q3 		$623K Buy
71,162
+16,927
+31% +$165K ﹤0.01% 2300
2022
Q2 		$534K Sell
54,235
-527
-1% -$6.43K ﹤0.01% 2421
2022
Q1 		$906K Sell
54,762
-6,469
-11% -$90.5K ﹤0.01% 2185
2021
Q4 		$945K Sell
61,231
-6,491
-10% -$108K ﹤0.01% 2172
2021
Q3 		$1.26M Sell
67,722
-1,123
-2% -$30.4K ﹤0.01% 1904
2021
Q2 		$2.9M Sell
68,845
-444
-0.6% -$17.8K ﹤0.01% 1358
2021
Q1 		$2.46M Buy
+69,289
New +$3.44M ﹤0.01% 1394

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
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

Stifel Financial's MAX Position: Q2 2026 in Review

Stifel Financial opened a new position in MediaAlpha (MAX) in Q2 2026: 126,175 shares worth $1.59M. The stake represents ﹤0.01% of the portfolio and ranks #2245 among its holdings. This is a return to the name: Stifel Financial previously reported a position in MAX as recently as Q2 2024.

Stifel Financial first reported a position in MAX in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.9M in Q2 2021. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Stifel Financial held 126,175 shares of MediaAlpha worth $1.59M as of Q2 2026.
  • MediaAlpha was a new Stifel Financial position in Q2 2026.
  • MediaAlpha made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2245 holding.
  • Stifel Financial first reported a position in MediaAlpha in Q1 2021 and has held it in 15 quarters since.
  • Stifel Financial's MediaAlpha position peaked at $2.9M in Q2 2021.
  • 153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.