UBS Group
EZRA

UBS Group’s Reliance Global Group EZRA Stock Holding History

UBS Group’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
Q1 		$761 Sell
108
-38
-26% -$436 ﹤0.01% 9753
2025
Q4 		$2.99K Sell
146
-48
-25% -$1.5K ﹤0.01% 9155
2025
Q3 		$7.14K Sell
194
-234
-55% -$10.4K ﹤0.01% 8743
2025
Q2 		$32K Buy
428
+148
+53% +$7.89K ﹤0.01% 8113
2025
Q1 		$13.3K Sell
280
-804
-74% -$56.3K ﹤0.01% 8466
2024
Q4 		$112K Buy
1,084
+781
+258% +$61.1K ﹤0.01% 6802
2024
Q3 		$27.1K Sell
303
-108
-26% -$13.5K ﹤0.01% 7172
2024
Q2 		$63.2K Buy
+411
New +$84.6K ﹤0.01% 6505
2024
Q1 		– Hold
0
– – – 9063
2023
Q4 		– Hold
0
– – – 8897
2023
Q3 		– Hold
0
– – – 8582
2023
Q2 		– Sell
-2
Closed -$3.41K – 9510
2023
Q1 		$3.41K Buy
2
+1
+100% +$4.59K ﹤0.01% 8322
2022
Q4 		$8.58K Hold
1
– – ﹤0.01% 8758
2022
Q3 		$9K Hold
1
– – ﹤0.01% 8602
2022
Q2 		$12K Buy
+1
New +$27.7K ﹤0.01% 7673
2022
Q1 		– Hold
0
– – – 9156
2021
Q3 		– Hold
0
– -$1K – 9986
2021
Q2 		– Sell
-2
Closed -$74.2K – 9178
2021
Q1 		$88K Buy
+2
New +$97.3K ﹤0.01% 6067

Other funds holding EZRA

XI
XXEC Inc Tulsa, Oklahoma $571M AUM 1.42% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TW
Tempo Wealth Independence, Ohio $675M AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

UBS Group's EZRA Position: Q1 2026 in Review

UBS Group reduced its Reliance Global Group (EZRA) stake by 26% in Q1 2026, selling an estimated $436 and leaving 108 shares worth $761. The position accounts for ﹤0.01% of the portfolio, ranked #9753.

UBS Group first reported a position in EZRA in Q1 2021 and has held it in 13 quarters since. The position peaked at $112K in Q4 2024. 20 funds tracked by Wall St. Rank hold EZRA as of Q1 2026.

  • UBS Group held 108 shares of Reliance Global Group worth $761 as of Q1 2026.
  • UBS Group sold 38 Reliance Global Group shares in Q1 2026, an estimated $436.
  • Reliance Global Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9753 holding.
  • UBS Group first reported a position in Reliance Global Group in Q1 2021 and has held it in 13 quarters since.
  • UBS Group's Reliance Global Group position peaked at $112K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Reliance Global Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.