HF
EZRA

HRT Financial’s Reliance Global Group EZRA Stock Holding History

HRT Financial’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
Q1 		– Sell
-349
Closed -$35K – 3246
2024
Q4 		$35K Buy
+349
New +$27.3K ﹤0.01% 2144
2024
Q3 		– Sell
-72
Closed -$11K – 3009
2024
Q2 		$11K Buy
72
+26
+57% +$5.35K ﹤0.01% 1993
2024
Q1 		$10K Buy
46
+1
+2% +$310 ﹤0.01% 2063
2023
Q4 		$16K Buy
+45
New +$39.7K ﹤0.01% 2054

Other funds holding EZRA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

HRT Financial's EZRA Position: Q1 2025 in Review

HRT Financial sold out of Reliance Global Group (EZRA) in Q1 2025, closing a stake of 349 shares — an estimated $35K sold.

HRT Financial first reported a position in EZRA in Q4 2023 and held it in 4 quarters. The position peaked at $35K in Q4 2024. 8 funds tracked by Wall St. Rank hold EZRA as of Q1 2025.

  • HRT Financial reported no remaining Reliance Global Group position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 349 Reliance Global Group shares in Q1 2025, an estimated $35K.
  • HRT Financial first reported a position in Reliance Global Group in Q4 2023 and held it in 4 quarters.
  • HRT Financial's Reliance Global Group position peaked at $35K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Reliance Global Group as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.