IFP Advisors
EZRA icon

IFP Advisors’s Reliance Global Group EZRA Stock Holding History

IFP Advisors’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
Q3 		$6.76K Buy
+2,967
New +$7.61K ﹤0.01% 3640
2025
Q4 		– Sell
-164
Closed -$6.03K – 5012
2025
Q3 		$6.03K Buy
+164
New +$7.28K ﹤0.01% 3145
2025
Q2 		– Sell
-56
Closed -$2.65K – 5003
2025
Q1 		$2.65K Buy
+56
New +$3.92K ﹤0.01% 3056
2023
Q4 		– Sell
-1
Closed -$2.26K – 3282
2023
Q3 		$2.26K Buy
+1
New +$2.11K ﹤0.01% 2796
2023
Q1 		– Sell
-1
Closed -$77K – 4222
2022
Q4 		$77K Hold
1
– – ﹤0.01% 1930
2022
Q3 		$77K Buy
+1
New +$10.3K ﹤0.01% 2043
2022
Q2 		– Hold
0
– – – 4019
2022
Q1 		– Hold
0
– – – 4018
2021
Q2 		– Sell
-2
Closed -$74.2K – 3202
2021
Q1 		$95K Buy
+2
New +$97.3K ﹤0.01% 1191

Other funds holding EZRA

Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

IFP Advisors's EZRA Position: Q3 2026 in Review

IFP Advisors opened a new position in Reliance Global Group (EZRA) in Q3 2026: 2,967 shares worth $6.76K. The stake represents ﹤0.01% of the portfolio and ranks #3640 among its holdings. This is a return to the name: IFP Advisors previously reported a position in EZRA as recently as Q3 2025.

IFP Advisors first reported a position in EZRA in Q1 2021 and has held it in 7 quarters since. The position peaked at $95K in Q1 2021. 5 funds tracked by Wall St. Rank hold EZRA as of Q3 2026.

  • IFP Advisors held 2,967 shares of Reliance Global Group worth $6.76K as of Q3 2026.
  • Reliance Global Group was a new IFP Advisors position in Q3 2026.
  • Reliance Global Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3640 holding.
  • IFP Advisors first reported a position in Reliance Global Group in Q1 2021 and has held it in 7 quarters since.
  • IFP Advisors's Reliance Global Group position peaked at $95K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Reliance Global Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.