Advisory Services Network’s Reliance Global Group EZRA Stock Holding History

Advisory Services Network’s Portfolio EZRA Stock Details EZRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$6	–	4082
2026 Q1	$6	Buy	+1	New	+$11	﹤0.01%	4821
2024 Q1	–	Sell	-1	Closed	-$322	–	3177
2023 Q4	$322	Buy	+1	New	+$882	﹤0.01%	3679

Other funds holding EZRA

XXEC Inc Tulsa, Oklahoma $770M AUM 6.39% 1-Year Est. Return

SLG

Stanley-Laman Group Berwyn, Pennsylvania $984M AUM 72.08% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Services Network's EZRA Position: Q2 2026 in Review

Advisory Services Network sold out of Reliance Global Group (EZRA) in Q2 2026, closing a stake of 1 share — an estimated $6 sold.

Advisory Services Network first reported a position in EZRA in Q4 2023 and held it in 2 quarters. The position peaked at $322 in Q4 2023. 12 funds tracked by Wall St. Rank hold EZRA as of Q2 2026.

Advisory Services Network reported no remaining Reliance Global Group position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1 Reliance Global Group share in Q2 2026, an estimated $6.
Advisory Services Network first reported a position in Reliance Global Group in Q4 2023 and held it in 2 quarters.
Advisory Services Network's Reliance Global Group position peaked at $322 in Q4 2023.
12 funds tracked by Wall St. Rank held Reliance Global Group as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.