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EverSource Wealth Advisors’s Remitly RELY Stock Holding History

EverSource 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
2026
Q2 		$68.7K Sell
3,064
-1,038
-25% -$21.3K ﹤0.01% 1584
2026
Q1 		$64.3K Buy
4,102
+1,460
+55% +$21.6K ﹤0.01% 1718
2025
Q4 		$36.5K Buy
2,642
+1,545
+141% +$22.4K ﹤0.01% 1970
2025
Q3 		$17.9K Sell
1,097
-323
-23% -$5.8K ﹤0.01% 2444
2025
Q2 		$26.7K Buy
1,420
+333
+31% +$6.93K ﹤0.01% 2069
2025
Q1 		$22.6K Sell
1,087
-59
-5% -$1.35K ﹤0.01% 1629
2024
Q4 		$25.9K Sell
1,146
-1,587
-58% -$29.2K ﹤0.01% 1498
2024
Q3 		$36.6K Buy
2,733
+936
+52% +$12.7K ﹤0.01% 1198
2024
Q2 		$23.7K Buy
1,797
+1,333
+287% +$20.7K ﹤0.01% 1419
2024
Q1 		$8.27K Buy
464
+444
+2,220% +$8.43K ﹤0.01% 1797
2023
Q4 		$388 Hold
20
– – ﹤0.01% 2560
2023
Q3 		$504 Hold
20
– – ﹤0.01% 2365
2023
Q2 		$376 Buy
+20
New +$363 ﹤0.01% 2385

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

EverSource Wealth Advisors's RELY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Remitly (RELY) stake by 25% in Q2 2026, selling an estimated $21.3K and leaving 3,064 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

EverSource Wealth Advisors first reported a position in RELY in Q2 2023 and has held it in 13 quarters since. 351 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

  • EverSource Wealth Advisors held 3,064 shares of Remitly worth $68.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,038 Remitly shares in Q2 2026, an estimated $21.3K.
  • Remitly made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1584 holding.
  • EverSource Wealth Advisors first reported a position in Remitly in Q2 2023 and has held it in 13 quarters since.
  • 351 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.