undamentalytics Newsletter

Reliance Global Group, Inc.: which funds bought and sold

Institutions that bought and sold Reliance Global Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 9 institutions that filed 13F reports for both quarters added to or opened positions in Reliance Global Group, and 0 cut or closed them. Together they added a net 35K shares, — on what they held at the start of the quarter. 9 opened a new position and 0 sold out entirely.

Bought, Q2 2026 9 institutions, 9 of them new holders Sold, Q2 2026 0 institutions, 0 of them sold out
Net change, all compared +35K shares (—)
Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 9
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 2 bought · 0 sold · +5,309
Other institutions 7 bought · 0 sold · +30K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG +19K New position 19K $61,838
Citigroup Inc +5,266 New position 5,266 $17,115
Morgan Stanley +5,133 New position 5,133 $16,682
Blackrock, Inc. Index funds +3,269 New position 3,269 $10,624
Vanguard Fiduciary Trust Co Index funds +2,040 New position 2,040 $6,630
Tower Research Capital LLC (TRC) +418 New position 418 $1,358
Wells Fargo & Company +6 New position 6 $20
Sbi Securities Co., Ltd. +4 New position 4 $13
Stonehage Fleming Financial Services Holdings Ltd +3 New position 3 $9

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
No institution cut its holding.

New positions

largest by value
InstitutionSharesValue June 30, 2026
UBS Group AG 19K $61,838
Citigroup Inc 5,266 $17,115
Morgan Stanley 5,133 $16,682
Blackrock, Inc.Index funds 3,269 $10,624
Vanguard Fiduciary Trust CoIndex funds 2,040 $6,630
Tower Research Capital LLC (TRC) 418 $1,358
Wells Fargo & Company 6 $20
Sbi Securities Co., Ltd. 4 $13
Stonehage Fleming Financial Services Holdings Ltd 3 $9

Sold out

largest by value
InstitutionSharesValue March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
9
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
15.1%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 0 0 0 0 —
Index fund managers 2 0 2 0 +5,309 —
Other institutions 7 0 7 0 +30K —

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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