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Essential Partners’s Remitly RELY Stock Holding History

Essential Partners’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 		$45.3K Hold
2,125
– – 0.02% 638
2026
Q2 		$47.6K Sell
2,125
-1,155
-35% -$23.7K 0.02% 629
2026
Q1 		$51.4K Buy
3,280
+2,116
+182% +$31.3K 0.02% 596
2025
Q4 		$16.1K Buy
1,164
+1,084
+1,355% +$15.7K ﹤0.01% 990
2025
Q3 		$1.3K Sell
80
-543
-87% -$9.74K ﹤0.01% 1942
2025
Q2 		$11.7K Buy
+623
New +$13K ﹤0.01% 803

Other funds holding RELY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's RELY Position: Q3 2026 in Review

Essential Partners held its Remitly (RELY) position steady in Q3 2026 at 2,125 shares worth $45.3K. The position accounts for 0.02% of the portfolio, ranked #638.

Essential Partners first reported a position in RELY in Q2 2025 and has held it in 6 quarters since. The position peaked at $51.4K in Q1 2026. 26 funds tracked by Wall St. Rank hold RELY as of Q3 2026.

  • Essential Partners held 2,125 shares of Remitly worth $45.3K as of Q3 2026.
  • Essential Partners left its Remitly share count unchanged in Q3 2026.
  • Remitly made up 0.02% of Essential Partners's portfolio in Q3 2026, its #638 holding.
  • Essential Partners first reported a position in Remitly in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Remitly position peaked at $51.4K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Remitly as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.