Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Remitly RELY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.8M Buy
114,686
+81,428
+245% +$1.2M ﹤0.01% 1248
2025
Q4 		$459K Buy
33,258
+30,126
+962% +$438K ﹤0.01% 1980
2025
Q3 		$51K Sell
3,132
-2,305
-42% -$41.4K ﹤0.01% 3526
2025
Q2 		$102K Sell
5,437
-2,077
-28% -$43.2K ﹤0.01% 2705
2025
Q1 		$156K Sell
7,514
-2,051
-21% -$47K ﹤0.01% 2087
2024
Q4 		$216K Buy
9,565
+8,164
+583% +$150K ﹤0.01% 1779
2024
Q3 		$19K Sell
1,401
-467
-25% -$6.34K ﹤0.01% 3402
2024
Q2 		$23K Buy
1,868
+1,435
+331% +$22.3K ﹤0.01% 3030
2024
Q1 		$9K Buy
433
+392
+956% +$7.45K ﹤0.01% 3416
2023
Q4 		$1K Buy
41
+7
+21% +$157 ﹤0.01% 4026
2023
Q3 		$1K Buy
34
+18
+113% +$406 ﹤0.01% 4059
2023
Q2 		$0 Hold
16
– – ﹤0.01% 4419
2023
Q1 		$0 Hold
16
– – ﹤0.01% 4297
2022
Q4 		$0 Hold
16
– – ﹤0.01% 4204
2022
Q3 		$0 Hold
16
– – ﹤0.01% 4144
2022
Q2 		$0 Buy
+16
New +$158 ﹤0.01% 4049

Other funds holding RELY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RELY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Remitly (RELY) stake by 245% in Q1 2026, buying an estimated $1.2M and bringing the position to 114,686 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Carson Wealth (CWM LLC) first reported a position in RELY in Q2 2022 and has held it in 16 quarters since. 292 funds tracked by Wall St. Rank hold RELY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 114,686 shares of Remitly worth $1.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 81,428 Remitly shares in Q1 2026, an estimated $1.2M.
  • Remitly made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1248 holding.
  • Carson Wealth (CWM LLC) first reported a position in Remitly in Q2 2022 and has held it in 16 quarters since.
  • 292 funds tracked by Wall St. Rank held Remitly as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.