Creative Planning
RELY icon

Creative Planning’s Remitly RELY Stock Holding History

Creative Planning’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 		$4.74M Sell
211,446
-657
-0.3% -$13.5K ﹤0.01% 1449
2026
Q1 		$3.32M Buy
212,103
+95,334
+82% +$1.41M ﹤0.01% 1493
2025
Q4 		$1.61M Buy
116,769
+55,408
+90% +$805K ﹤0.01% 1895
2025
Q3 		$1M Buy
61,361
+16,028
+35% +$288K ﹤0.01% 2111
2025
Q2 		$851K Buy
45,333
+13,413
+42% +$279K ﹤0.01% 1999
2025
Q1 		$664K Buy
31,920
+8,486
+36% +$195K ﹤0.01% 2049
2024
Q4 		$529K Buy
+23,434
New +$431K ﹤0.01% 2167

Other funds holding RELY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning's RELY Position: Q2 2026 in Review

Creative Planning reduced its Remitly (RELY) stake by 0.31% in Q2 2026, selling an estimated $13.5K and leaving 211,446 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Creative Planning first reported a position in RELY in Q4 2024 and has held it in 7 quarters since. 352 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

  • Creative Planning held 211,446 shares of Remitly worth $4.74M as of Q2 2026.
  • Creative Planning sold 657 Remitly shares in Q2 2026, an estimated $13.5K.
  • Remitly made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1449 holding.
  • Creative Planning first reported a position in Remitly in Q4 2024 and has held it in 7 quarters since.
  • 352 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.