SFFS
EZRA

Stonehage Fleming Financial Services’s Reliance Global Group EZRA Stock Holding History

Stonehage Fleming Financial Services’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 		$9 Sell
3
-1
-25% -$5 ﹤0.01% 215
2026
Q1 		$25 Hold
4
– – ﹤0.01% 226
2025
Q4 		$74 Hold
4
– – ﹤0.01% 221
2025
Q3 		$134 Hold
4
– – ﹤0.01% 218
2025
Q2 		$273 Buy
+4
New +$213 ﹤0.01% 210

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Stonehage Fleming Financial Services's EZRA Position: Q2 2026 in Review

Stonehage Fleming Financial Services reduced its Reliance Global Group (EZRA) stake by 25% in Q2 2026, selling an estimated $5 and leaving 3 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Stonehage Fleming Financial Services first reported a position in EZRA in Q2 2025 and has held it in 5 quarters since. The position peaked at $273 in Q2 2025. 12 funds tracked by Wall St. Rank hold EZRA as of Q2 2026.

  • Stonehage Fleming Financial Services held 3 shares of Reliance Global Group worth $9 as of Q2 2026.
  • Stonehage Fleming Financial Services sold 1 Reliance Global Group share in Q2 2026, an estimated $5.
  • Reliance Global Group made up ﹤0.01% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #215 holding.
  • Stonehage Fleming Financial Services first reported a position in Reliance Global Group in Q2 2025 and has held it in 5 quarters since.
  • Stonehage Fleming Financial Services's Reliance Global Group position peaked at $273 in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Reliance Global Group as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.