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
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 $571M AUM 1.42% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TW
Tempo Wealth Independence, Ohio $675M AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management's EZRA Position: Q1 2026 in Review

Geode Capital Management increased its Reliance Global Group (EZRA) stake by 292% in Q1 2026, buying an estimated $51.2K and bringing the position to 5,982 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4352.

Geode Capital Management first reported a position in EZRA in Q1 2021 and has held it in 18 quarters since. The position peaked at $419K in Q4 2021. 20 funds tracked by Wall St. Rank hold EZRA as of Q1 2026.

  • Geode Capital Management held 5,982 shares of Reliance Global Group worth $42.3K as of Q1 2026.
  • Geode Capital Management bought 4,457 Reliance Global Group shares in Q1 2026, an estimated $51.2K.
  • Reliance Global Group made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #4352 holding.
  • Geode Capital Management first reported a position in Reliance Global Group in Q1 2021 and has held it in 18 quarters since.
  • Geode Capital Management's Reliance Global Group position peaked at $419K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Reliance Global Group as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.