Tempo Wealth’s Reliance Global Group EZRA Stock Holding History

Tempo Wealth’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	–	Sell	-659	Closed	-$4.67K	–	239
2026 Q1	$4.67K	Buy	659 +297	+82%	+$3.41K	﹤0.01%	213
2025 Q4	$7.39K	Buy	+362	New	+$11.3K	﹤0.01%	214

Other funds holding EZRA

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tempo Wealth's EZRA Position: Q2 2026 in Review

Tempo Wealth sold out of Reliance Global Group (EZRA) in Q2 2026, closing a stake of 659 shares — an estimated $4.67K sold.

Tempo Wealth first reported a position in EZRA in Q4 2025 and held it in 2 quarters. The position peaked at $7.39K in Q4 2025. 12 funds tracked by Wall St. Rank hold EZRA as of Q2 2026.

Tempo Wealth reported no remaining Reliance Global Group position as of Q2 2026 after selling out during the quarter.
Tempo Wealth sold 659 Reliance Global Group shares in Q2 2026, an estimated $4.67K.
Tempo Wealth first reported a position in Reliance Global Group in Q4 2025 and held it in 2 quarters.
Tempo Wealth's Reliance Global Group position peaked at $7.39K in Q4 2025.
12 funds tracked by Wall St. Rank held Reliance Global Group as of Q2 2026.

Based on Tempo Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.