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EP Wealth Advisors’s Remitly RELY Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-10,000
Closed -$208K – 1463
2025
Q1 		$208K Sell
10,000
-4,878
-33% -$112K ﹤0.01% 1112
2024
Q4 		$336K Sell
14,878
-6,977
-32% -$128K ﹤0.01% 823
2024
Q3 		$293K Hold
21,855
– – ﹤0.01% 874
2024
Q2 		$265K Buy
+21,855
New +$339K ﹤0.01% 686

Other funds holding RELY

N
Naspers South Africa $84.4M AUM 76.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

EP Wealth Advisors's RELY Position: Q2 2025 in Review

EP Wealth Advisors sold out of Remitly (RELY) in Q2 2025, closing a stake of 10,000 shares — an estimated $208K sold.

EP Wealth Advisors first reported a position in RELY in Q2 2024 and held it in 4 quarters. The position peaked at $336K in Q4 2024. 282 funds tracked by Wall St. Rank hold RELY as of Q2 2025.

  • EP Wealth Advisors reported no remaining Remitly position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 10,000 Remitly shares in Q2 2025, an estimated $208K.
  • EP Wealth Advisors first reported a position in Remitly in Q2 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Remitly position peaked at $336K in Q4 2024.
  • 282 funds tracked by Wall St. Rank held Remitly as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.