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Integrated Wealth Concepts’s Remitly RELY Stock Holding History

Integrated Wealth Concepts’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 		$493K Sell
22,005
-22,012
-50% -$451K ﹤0.01% 1655
2026
Q1 		$690K Buy
+44,017
New +$651K 0.01% 1341

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

Integrated Wealth Concepts's RELY Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Remitly (RELY) stake by 50% in Q2 2026, selling an estimated $451K and leaving 22,005 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Integrated Wealth Concepts first reported a position in RELY in Q1 2026 and has held it in 2 quarters since. The position peaked at $690K in Q1 2026. 352 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

  • Integrated Wealth Concepts held 22,005 shares of Remitly worth $493K as of Q2 2026.
  • Integrated Wealth Concepts sold 22,012 Remitly shares in Q2 2026, an estimated $451K.
  • Remitly made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1655 holding.
  • Integrated Wealth Concepts first reported a position in Remitly in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Remitly position peaked at $690K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

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