Morgan Stanley
EZRA

Morgan Stanley’s Reliance Global Group EZRA Stock Holding History

Morgan Stanley’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 		$16.7K Buy
5,133
+4,999
+3,731% +$27.3K ﹤0.01% 6877
2026
Q1 		$948 Buy
+134
New +$1.54K ﹤0.01% 7443
2025
Q3 		– Sell
-6
Closed -$430 – 8334
2025
Q2 		$430 Buy
+6
New +$320 ﹤0.01% 7468
2025
Q1 		– Hold
0
– – – 8080
2022
Q1 		– Hold
0
– – – 8088
2021
Q4 		– Hold
0
– – – 8086

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
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Morgan Stanley's EZRA Position: Q2 2026 in Review

Morgan Stanley increased its Reliance Global Group (EZRA) stake by 3,731% in Q2 2026, buying an estimated $27.3K and bringing the position to 5,133 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6877.

Morgan Stanley first reported a position in EZRA in Q2 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold EZRA as of Q2 2026.

  • Morgan Stanley held 5,133 shares of Reliance Global Group worth $16.7K as of Q2 2026.
  • Morgan Stanley bought 4,999 Reliance Global Group shares in Q2 2026, an estimated $27.3K.
  • Reliance Global Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6877 holding.
  • Morgan Stanley first reported a position in Reliance Global Group in Q2 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Reliance Global Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.