CWMK
EZRA

Caliber Wealth Management (Kansas)’s Reliance Global Group EZRA Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q2 		– Sell
-302
Closed -$14.4K – 292
2025
Q1 		$14.4K Buy
+302
New +$21.2K ﹤0.01% 253

Other funds holding EZRA

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s EZRA Position: Q2 2025 in Review

Caliber Wealth Management (Kansas) sold out of Reliance Global Group (EZRA) in Q2 2025, closing a stake of 302 shares — an estimated $14.4K sold.

Caliber Wealth Management (Kansas) first reported a position in EZRA in Q1 2025 and held it in 1 quarter. The position peaked at $14.4K in Q1 2025. 11 funds tracked by Wall St. Rank hold EZRA as of Q2 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Reliance Global Group position as of Q2 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 302 Reliance Global Group shares in Q2 2025, an estimated $14.4K.
  • Caliber Wealth Management (Kansas) first reported a position in Reliance Global Group in Q1 2025 and held it in 1 quarter.
  • Caliber Wealth Management (Kansas)'s Reliance Global Group position peaked at $14.4K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Reliance Global Group as of Q2 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2025, filed 30 Jul 2025.