AssetMark Inc’s Remitly RELY Stock Holding History

AssetMark Inc’s Portfolio RELY Stock Details RELY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.35K	Hold	105	–	–	﹤0.01%	2922
2026 Q1	$1.65K	Sell	105 -150	-59%	-$2.22K	﹤0.01%	2910
2025 Q4	$3.52K	Sell	255 -1,950	-88%	-$28.3K	﹤0.01%	2582
2025 Q3	$35.9K	Sell	2,205 -101	-4%	-$1.81K	﹤0.01%	1749
2025 Q2	$43.3K	Buy	2,306 +148	+7%	+$3.08K	﹤0.01%	1606
2025 Q1	$44.9K	Sell	2,158 -2,714	-56%	-$62.2K	﹤0.01%	1463
2024 Q4	$110K	Sell	4,872 -770	-14%	-$14.2K	﹤0.01%	1230
2024 Q3	$75.5K	Buy	+5,642	New	+$76.6K	﹤0.01%	1204

Other funds holding RELY

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc's RELY Position: Q2 2026 in Review

AssetMark Inc held its Remitly (RELY) position steady in Q2 2026 at 105 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

AssetMark Inc first reported a position in RELY in Q3 2024 and has held it in 8 quarters since. The position peaked at $110K in Q4 2024. 108 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

AssetMark Inc held 105 shares of Remitly worth $2.35K as of Q2 2026.
AssetMark Inc left its Remitly share count unchanged in Q2 2026.
Remitly made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2922 holding.
AssetMark Inc first reported a position in Remitly in Q3 2024 and has held it in 8 quarters since.
AssetMark Inc's Remitly position peaked at $110K in Q4 2024.
108 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.