HWM
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HighMark Wealth Management’s Remitly RELY Stock Holding History

HighMark 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
2026
Q2 		$57.1K Hold
2,550
– – 0.02% 158
2026
Q1 		$40K Hold
2,550
– – 0.02% 175
2025
Q4 		$35.2K Buy
+2,550
New +$37K 0.01% 196

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

HighMark Wealth Management's RELY Position: Q2 2026 in Review

HighMark Wealth Management held its Remitly (RELY) position steady in Q2 2026 at 2,550 shares worth $57.1K. The position accounts for 0.02% of the portfolio, ranked #158.

HighMark Wealth Management first reported a position in RELY in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

  • HighMark Wealth Management held 2,550 shares of Remitly worth $57.1K as of Q2 2026.
  • HighMark Wealth Management left its Remitly share count unchanged in Q2 2026.
  • Remitly made up 0.02% of HighMark Wealth Management's portfolio in Q2 2026, its #158 holding.
  • HighMark Wealth Management first reported a position in Remitly in Q4 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.