Independent Financial Group’s Remitly RELY Stock Holding History

Independent Financial Group’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	$281K	Buy	+13,184	New	+$315K	0.01%	1301

Other funds holding RELY

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Independent Financial Group's RELY Position: Q3 2026 in Review

Independent Financial Group opened a new position in Remitly (RELY) in Q3 2026: 13,184 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #1301 among its holdings.

26 funds tracked by Wall St. Rank hold RELY as of Q3 2026.

Independent Financial Group held 13,184 shares of Remitly worth $281K as of Q3 2026.
Remitly was a new Independent Financial Group position in Q3 2026.
Remitly made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1301 holding.
26 funds tracked by Wall St. Rank held Remitly as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.