Cornerstone Planning Group
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Cornerstone Planning Group’s Remitly RELY Stock Holding History

Cornerstone Planning Group’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 		– Sell
-17
Closed -$393 – 1334
2026
Q2 		$393 Hold
17
– – ﹤0.01% 1754
2026
Q1 		$404 Buy
+17
New +$252 ﹤0.01% 1698

Other funds holding RELY

Assenagon Asset Management
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Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cornerstone Planning Group's RELY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Remitly (RELY) in Q3 2026, closing a stake of 17 shares — an estimated $393 sold.

Cornerstone Planning Group first reported a position in RELY in Q1 2026 and held it in 2 quarters. The position peaked at $404 in Q1 2026. 60 funds tracked by Wall St. Rank hold RELY as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Remitly position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 Remitly shares in Q3 2026, an estimated $393.
  • Cornerstone Planning Group first reported a position in Remitly in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Remitly position peaked at $404 in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Remitly as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.