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
Q2 		$61.8K Buy
19,027
+18,919
+17,518% +$103K ﹤0.01% 7456
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 $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
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

UBS Group's EZRA Position: Q2 2026 in Review

UBS Group increased its Reliance Global Group (EZRA) stake by 17,518% in Q2 2026, buying an estimated $103K and bringing the position to 19,027 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7456.

UBS Group first reported a position in EZRA in Q1 2021 and has held it in 14 quarters since. The position peaked at $112K in Q4 2024. 12 funds tracked by Wall St. Rank hold EZRA as of Q2 2026.

  • UBS Group held 19,027 shares of Reliance Global Group worth $61.8K as of Q2 2026.
  • UBS Group bought 18,919 Reliance Global Group shares in Q2 2026, an estimated $103K.
  • Reliance Global Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7456 holding.
  • UBS Group first reported a position in Reliance Global Group in Q1 2021 and has held it in 14 quarters since.
  • UBS Group's Reliance Global Group position peaked at $112K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Reliance Global Group as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.