XI
EZRA

XXEC Inc’s Reliance Global Group EZRA Stock Holding History

XXEC Inc’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 		$17.3M Buy
45,566
+44,650
+4,874% +$244K 2.25% 19
2026
Q1 		$11.1M Buy
+916
New +$10.5K 1.95% 17
2025
Q4 		– Sell
-186
Closed -$2.09M – 23
2025
Q3 		$2.09M Buy
+186
New +$8.25K 1.76% 18

Other funds holding EZRA

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

XXEC Inc's EZRA Position: Q2 2026 in Review

XXEC Inc increased its Reliance Global Group (EZRA) stake by 4,874% in Q2 2026, buying an estimated $244K and bringing the position to 45,566 shares worth $17.3M. The position accounts for 2.25% of the portfolio, ranked #19.

XXEC Inc first reported a position in EZRA in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold EZRA as of Q2 2026.

  • XXEC Inc held 45,566 shares of Reliance Global Group worth $17.3M as of Q2 2026.
  • XXEC Inc bought 44,650 Reliance Global Group shares in Q2 2026, an estimated $244K.
  • Reliance Global Group made up 2.25% of XXEC Inc's portfolio in Q2 2026, its #19 holding.
  • XXEC Inc first reported a position in Reliance Global Group in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Reliance Global Group as of Q2 2026.

Based on XXEC Inc's 13F filing for Q2 2026, filed 12 Aug 2026.