CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Remitly RELY Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		$750K Buy
35,138
+9,389
+36% +$224K ﹤0.01% 1940
2026
Q2 		$577K Buy
25,749
+520
+2% +$10.7K ﹤0.01% 2072
2026
Q1 		$395K Buy
+25,229
New +$373K ﹤0.01% 2190
2022
Q3 		– Sell
-419
Closed -$3K – 3606
2022
Q2 		$3K Buy
+419
New +$4.15K ﹤0.01% 4330

Other funds holding RELY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.23B AUM 121.47% 1-Year Est. Return

CAPTRUST Financial Advisors's RELY Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Remitly (RELY) stake by 36% in Q3 2026, buying an estimated $224K and bringing the position to 35,138 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

CAPTRUST Financial Advisors first reported a position in RELY in Q2 2022 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold RELY as of Q3 2026.

  • CAPTRUST Financial Advisors held 35,138 shares of Remitly worth $750K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 9,389 Remitly shares in Q3 2026, an estimated $224K.
  • Remitly made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1940 holding.
  • CAPTRUST Financial Advisors first reported a position in Remitly in Q2 2022 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Remitly as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.