PCMF
EZRA

Private Capital Management (Florida)’s Reliance Global Group EZRA Stock Holding History

Private Capital Management (Florida)’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
Q3 		– Sell
-3,713
Closed -$278K – 180
2025
Q2 		$278K Buy
+3,713
New +$198K 0.03% 139

Other funds holding EZRA

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SLG
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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Private Capital Management (Florida)'s EZRA Position: Q3 2025 in Review

Private Capital Management (Florida) sold out of Reliance Global Group (EZRA) in Q3 2025, closing a stake of 3,713 shares — an estimated $278K sold.

Private Capital Management (Florida) first reported a position in EZRA in Q2 2025 and held it in 1 quarter. The position peaked at $278K in Q2 2025. 11 funds tracked by Wall St. Rank hold EZRA as of Q3 2025.

  • Private Capital Management (Florida) reported no remaining Reliance Global Group position as of Q3 2025 after selling out during the quarter.
  • Private Capital Management (Florida) sold 3,713 Reliance Global Group shares in Q3 2025, an estimated $278K.
  • Private Capital Management (Florida) first reported a position in Reliance Global Group in Q2 2025 and held it in 1 quarter.
  • Private Capital Management (Florida)'s Reliance Global Group position peaked at $278K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Reliance Global Group as of Q3 2025.

Based on Private Capital Management (Florida)'s 13F filing for Q3 2025, filed 14 Nov 2025.