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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $11.2B AUM 0.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 $185B AUM 39.58% 1-Year Est. Return

Creative Planning's RELY Position: Q1 2026 in Review

Creative Planning increased its Remitly (RELY) stake by 82% in Q1 2026, buying an estimated $1.41M and bringing the position to 212,103 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Creative Planning first reported a position in RELY in Q4 2024 and has held it in 6 quarters since. 291 funds tracked by Wall St. Rank hold RELY as of Q1 2026.

  • Creative Planning held 212,103 shares of Remitly worth $3.32M as of Q1 2026.
  • Creative Planning bought 95,334 Remitly shares in Q1 2026, an estimated $1.41M.
  • Remitly made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1493 holding.
  • Creative Planning first reported a position in Remitly in Q4 2024 and has held it in 6 quarters since.
  • 291 funds tracked by Wall St. Rank held Remitly as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.