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Summit Securities Group’s MediaAlpha MAX Stock Holding History

Summit Securities 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
2024
Q3 		– Sell
-1,000
Closed -$13K – 742
2024
Q2 		$13K Buy
+1,000
New +$18.4K ﹤0.01% 417

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

Summit Securities Group's MAX Position: Q2 2026 in Review

Summit Securities Group sold out of MediaAlpha (MAX) in Q2 2026, closing a stake of 557 shares — an estimated $5.18K sold.

Summit Securities Group first reported a position in MAX in Q2 2023 and held it in 2 quarters. The position peaked at $15K in Q2 2023. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • Summit Securities Group reported no remaining MediaAlpha position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 557 MediaAlpha shares in Q2 2026, an estimated $5.18K.
  • Summit Securities Group first reported a position in MediaAlpha in Q2 2023 and held it in 2 quarters.
  • Summit Securities Group's MediaAlpha position peaked at $15K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.