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EZRA — RELIANCE GLOBAL GROUP INC

Reported value held$190.81K
Funds holding (latest)11
SectorFinancials
Funds holding (Q2 2026)5
Institutional value$106.28K · 32.70K sh
New / Add / Cut / Exit0 / 2 / 3 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -91.5% (-352.08K sh)
Institutional value change Up +56.0%

As of Q2 2026, 5 SEC-registered investment managers reported holding EZRA (RELIANCE GLOBAL GROUP INC) in their latest 13F filings, with a combined reported value of $106.28K across 32.70K shares. That is -91.5% by share count (-352.08K shares) versus the previous quarter, while reported value moved +56.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

EZRA is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 5 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 19.03K $61.84K 0.00% Add
Citigroup Inc history 5.27K $17.11K 0.00% Add
Morgan Stanley history 5.13K $16.68K 0.00% Reduce
BlackRock Inc history 3.27K $10.62K 0.00% Reduce
Wells Fargo & Co history 6 $20 0.00% Reduce

Q1 2026 — 7 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 239.26K $42.35K 0.00% Add
BlackRock Inc history 130.74K $23.14K 0.00% Hold
Morgan Stanley history 5.36K $948 0.00% New
UBS Group AG history 4.30K $761 0.00% Reduce
Fidelity Management & Research (FMR) history 2.45K $433 0.00% New
Citigroup Inc history 2.43K $430 0.00% New
Wells Fargo & Co history 242 $43 0.00% Hold

Q4 2025 — 6 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 130.74K $66.85K 0.00% Hold
Vanguard Group history 81.57K $41.68K 0.00% New
Geode Capital Management history 61.00K $31.19K 0.00% Add
UBS Group AG history 5.84K $2.99K 0.00% Reduce
Wells Fargo & Co history 242 $124 0.00% Hold
Bank of America Corp history 69 $35 0.00% Add

Q3 2025 — 6 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 130.74K $120.28K 0.00% Add
Geode Capital Management history 23.96K $22.05K 0.00% Add
UBS Group AG history 7.76K $7.14K 0.00% Reduce
Wells Fargo & Co history 242 $223 0.00% New
Citigroup Inc history 59 $54 0.00% Reduce
Bank of America Corp history 25 $23 0.00% Reduce

Q2 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 20.62K $38.56K 0.00% Add
UBS Group AG history 17.13K $32.03K 0.00% Add
Citigroup Inc history 8.21K $15.36K 0.00% New
BlackRock Inc history 511 $956 0.00% Hold
Morgan Stanley history 230 $430 0.00% Add
Bank of America Corp history 27 $51 0.00% Add
T. Rowe Price Associates history 14.95K $28 0.00% Reduce

Q1 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Geode Capital Management history 14.51K $17.27K 0.00% Add
UBS Group AG history 11.20K $13.33K 0.00% Reduce
BlackRock Inc history 511 $608 0.00% Hold
T. Rowe Price Associates history 15.34K $19 0.00% New
Bank of America Corp history 15 $17 0.00% Hold
Morgan Stanley history 1 $1 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 11 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
UBS Group AG 19.03K 4.30K 5.84K 7.76K 17.13K 11.20K 43.35K 12.12K
Citigroup Inc 5.27K 2.43K — 59 8.21K — — —
Morgan Stanley 5.13K 5.36K — — 230 1 — —
BlackRock Inc 3.27K 130.74K 130.74K 130.74K 511 511 511 511
Wells Fargo & Co 6 242 242 242 — — — 10.44K
Fidelity Management & Research (FMR) — 2.45K — — — — 10 —
Bank of America Corp — — 69 25 27 15 15 11
Geode Capital Management — 239.26K 61.00K 23.96K 20.62K 14.51K 10.05K —
Vanguard Group — — 81.57K — — — — —
JPMorgan Chase & Co — — — — — — — 1
T. Rowe Price Associates — — — — 14.95K 15.34K — —

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