EZRA — RELIANCE GLOBAL GROUP INC
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- Geode Capital Management sold 239.26K sh · $42.35K
- Fidelity Management & Research (FMR) sold 2.45K sh · $433
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 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 | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details