Dakota Wealth Management’s Remitly RELY Stock Holding History

Dakota Wealth Management’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
2025 Q3	–	Sell	-11,747	Closed	-$220K	–	764
2025 Q2	$220K	Sell	11,747 -54	-0.5%	-$1.12K	﹤0.01%	708
2025 Q1	$245K	Sell	11,801 -139	-1%	-$3.19K	0.01%	671
2024 Q4	$269K	Buy	+11,940	New	+$220K	0.01%	643

Other funds holding RELY

Naspers South Africa $253M AUM 25.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dakota Wealth Management's RELY Position: Q3 2025 in Review

Dakota Wealth Management sold out of Remitly (RELY) in Q3 2025, closing a stake of 11,747 shares — an estimated $220K sold.

Dakota Wealth Management first reported a position in RELY in Q4 2024 and held it in 3 quarters. The position peaked at $269K in Q4 2024. 282 funds tracked by Wall St. Rank hold RELY as of Q3 2025.

Dakota Wealth Management reported no remaining Remitly position as of Q3 2025 after selling out during the quarter.
Dakota Wealth Management sold 11,747 Remitly shares in Q3 2025, an estimated $220K.
Dakota Wealth Management first reported a position in Remitly in Q4 2024 and held it in 3 quarters.
Dakota Wealth Management's Remitly position peaked at $269K in Q4 2024.
282 funds tracked by Wall St. Rank held Remitly as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.