Concord Wealth Partners’s Remitly RELY Stock Holding History

Concord Wealth Partners’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	$90	Buy	+4	New	+$82	﹤0.01%	866
2026 Q1	–	Sell	-4	Closed	-$55	–	654
2025 Q4	$55	Hold	4	–	–	﹤0.01%	828
2025 Q3	$65	Hold	4	–	–	﹤0.01%	812
2025 Q2	$75	Buy	+4	New	+$83	﹤0.01%	840

Other funds holding RELY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Concord Wealth Partners's RELY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Remitly (RELY) in Q2 2026: 4 shares worth $90. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in RELY as recently as Q4 2025.

Concord Wealth Partners first reported a position in RELY in Q2 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

Concord Wealth Partners held 4 shares of Remitly worth $90 as of Q2 2026.
Remitly was a new Concord Wealth Partners position in Q2 2026.
Remitly made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #866 holding.
Concord Wealth Partners first reported a position in Remitly in Q2 2025 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.