Geode Capital Management
EZRA

Geode Capital Management’s Reliance Global Group EZRA Stock Holding History

Geode Capital Management’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
-5,982
Closed -$42.3K – 4541
2026
Q1 		$42.3K Buy
5,982
+4,457
+292% +$51.2K ﹤0.01% 4352
2025
Q4 		$31.2K Buy
1,525
+926
+155% +$29K ﹤0.01% 4320
2025
Q3 		$22K Buy
599
+83
+16% +$3.68K ﹤0.01% 4409
2025
Q2 		$38.6K Buy
516
+153
+42% +$8.15K ﹤0.01% 4267
2025
Q1 		$17.3K Buy
363
+112
+45% +$7.85K ﹤0.01% 4379
2024
Q4 		$25.9K Buy
+251
New +$19.6K ﹤0.01% 4350
2024
Q3 		– Sell
-37
Closed -$6.29K – 4573
2024
Q2 		$6.29K Buy
37
+22
+147% +$4.53K ﹤0.01% 4566
2024
Q1 		$3.41K Hold
15
– – ﹤0.01% 4594
2023
Q4 		$5.39K Hold
15
– – ﹤0.01% 4635
2023
Q3 		$24.3K Buy
+15
New +$31.6K ﹤0.01% 4584
2023
Q1 		– Sell
-8
Closed -$48K – 4824
2022
Q4 		$48K Hold
8
– – ﹤0.01% 4602
2022
Q3 		$66K Hold
8
– – ﹤0.01% 4702
2022
Q2 		$179K Hold
8
– – ﹤0.01% 4339
2022
Q1 		$370K Buy
8
+2
+33% +$123K ﹤0.01% 4095
2021
Q4 		$419K Buy
6
+1
+20% +$28.6K ﹤0.01% 4139
2021
Q3 		$132K Hold
5
– – ﹤0.01% 4596
2021
Q2 		$179K Buy
5
+1
+25% +$37.1K ﹤0.01% 4379
2021
Q1 		$189K Buy
+4
New +$195K ﹤0.01% 4130

Other funds holding EZRA

XI
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management's EZRA Position: Q2 2026 in Review

Geode Capital Management sold out of Reliance Global Group (EZRA) in Q2 2026, closing a stake of 5,982 shares — an estimated $42.3K sold.

Geode Capital Management first reported a position in EZRA in Q1 2021 and held it in 18 quarters. The position peaked at $419K in Q4 2021. 12 funds tracked by Wall St. Rank hold EZRA as of Q2 2026.

  • Geode Capital Management reported no remaining Reliance Global Group position as of Q2 2026 after selling out during the quarter.
  • Geode Capital Management sold 5,982 Reliance Global Group shares in Q2 2026, an estimated $42.3K.
  • Geode Capital Management first reported a position in Reliance Global Group in Q1 2021 and held it in 18 quarters.
  • Geode Capital Management's Reliance Global Group position peaked at $419K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Reliance Global Group as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.