UMA Financial Services »

Rezolve Ai shares owned by UMA Financial Services

Quarter-by-quarter ownership of Rezolve Ai (RZLV) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Rezolve Ai

Tip: Access up to 7 years of quarterly data

All positions including Rezolve Ai held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rezolve Ai by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2k 368 3.15

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Rezolve Ai

Susquehanna International
Citadel Advisors
UBS Group
Jane Street
State Street Corporation
Hrt Financial
Legal & General Group
Morgan Stanley
Lazard Asset Management
Weiss Asset Management LP[1
Henderson Group
Verition Fund Management
Bank of America Corporation
Headlands Technologies
Millennium Management

View all funds holding Rezolve Ai