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Clearstead Advisors’s Remitly RELY Stock Holding History

Clearstead 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
Q2 		$247 Buy
+11
New +$225 ﹤0.01% 3134
2026
Q1 		– Sell
-72
Closed -$994 – 2728
2025
Q4 		$994 Buy
72
+19
+36% +$276 ﹤0.01% 2228
2025
Q3 		$864 Buy
+53
New +$951 ﹤0.01% 2644

Other funds holding RELY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's RELY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Remitly (RELY) in Q2 2026: 11 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #3134 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in RELY as recently as Q4 2025.

Clearstead Advisors first reported a position in RELY in Q3 2025 and has held it in 3 quarters since. The position peaked at $994 in Q4 2025. 145 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

  • Clearstead Advisors held 11 shares of Remitly worth $247 as of Q2 2026.
  • Remitly was a new Clearstead Advisors position in Q2 2026.
  • Remitly made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3134 holding.
  • Clearstead Advisors first reported a position in Remitly in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Remitly position peaked at $994 in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.