Sunbelt Securities’s MediaAlpha MAX Stock Holding History

Sunbelt 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
2026 Q1	–	Sell	-14	Closed	-$181	–	3050
2025 Q4	$181	Sell	14 -15	-52%	-$183	﹤0.01%	2450
2025 Q3	$330	Buy	+29	New	+$320	﹤0.01%	2330

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sunbelt Securities's MAX Position: Q1 2026 in Review

Sunbelt Securities sold out of MediaAlpha (MAX) in Q1 2026, closing a stake of 14 shares — an estimated $181 sold.

Sunbelt Securities first reported a position in MAX in Q3 2025 and held it in 2 quarters. The position peaked at $330 in Q3 2025. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

Sunbelt Securities reported no remaining MediaAlpha position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 14 MediaAlpha shares in Q1 2026, an estimated $181.
Sunbelt Securities first reported a position in MediaAlpha in Q3 2025 and held it in 2 quarters.
Sunbelt Securities's MediaAlpha position peaked at $330 in Q3 2025.
162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.