Reliance, Inc.
MX ˙ BMV ˙ US7595091023
SecurityMX:RS / Reliance, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership772 shares
Latest Disclosed Value $ 234,705
EverSource Wealth Advisors, LLC reports 23.32% increase in ownership of RS / Reliance, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 772 shares of Reliance, Inc. (MX:RS) valued at $234,705 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 626 shares of Reliance, Inc.. This represents a change in shares of 23.32% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 RELIANCE INC COM Stock 759509102 772 146 23.32 235 30.00 0.0011
2026-05-14 2026-03-31 13F RELIANCE INC COM Stock 759509102 1,510 884 199 0.0011
2026-02-06 2025-12-31 13F RELIANCE INC COM Stock 759509102 626 -103 -14.13 181 -11.76 0.0067
2025-11-10 2025-09-30 13F RELIANCE INC COM Stock 759509102 729 -49 -6.30 205 -16.39 0.0081
2025-08-13 2025-06-30 13F RELIANCE INC COM Stock 759509102 778 277 55.29 244 69.44 0.0110
2025-05-13 2025-03-31 13F RELIANCE INC COM Stock 759509102 501 78 18.44 145 26.32 0.0079
2025-02-10 2024-12-31 13F RELIANCE INC COM Stock 759509102 423 18 4.44 114 -2.56 0.0064
2024-11-08 2024-09-30 13F RELIANCE INC COM Stock 759509102 405 -190 -31.93 117 -35.36 0.0074
2024-08-13 2024-06-30 13F RELIANCE INC COM Stock 759509102 595 -10 -1.65 181 5.23 0.0120
2024-06-11 2024-03-31 13F/A-1 RELIANCE INC COM Stock 759509102 605 19 3.24 172 5.52 0.0135
2024-05-13 2024-03-31 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 586 0 164 0.0058
2024-02-09 2023-12-31 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 586 117 24.95 164 33.61 0.0150
2023-11-03 2023-09-30 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 469 -2 -0.42 123 -3.94 0.0130
2023-08-04 2023-06-30 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 471 0 0.00 128 5.83 0.0141
2023-05-11 2023-03-31 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 471 36 8.28 121 36.36 0.0151
2023-02-09 2022-12-31 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 435 -4 -0.91 88 14.29 0.0133
2022-11-07 2022-09-30 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 439 349 387.78 77 413.33 0.0176
2022-08-01 2022-06-30 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 90 0 0.00 15 -11.76 0.0039
2022-05-25 2022-03-31 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 90 0 0.00 17 21.43 0.0043
2022-02-17 2021-12-31 13F/A-1 RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 90 90 14 0.0039
2022-02-07 2021-12-31 13F RELIANCE STEEL & ALUMINUM CO COM Stock 759509102 90 90 15 0.0042
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.