Next Level Wealth Planning’s Remitly RELY Stock Holding History

Next Level Wealth Planning’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	$5.02K	Buy	+235	New	+$5.62K	﹤0.01%	385

Other funds holding RELY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

LB Partners Charlottesville, Virginia $154M AUM 45.37% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $250M AUM 18.04% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's RELY Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Remitly (RELY) in Q3 2026: 235 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings.

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

Next Level Wealth Planning held 235 shares of Remitly worth $5.02K as of Q3 2026.
Remitly was a new Next Level Wealth Planning position in Q3 2026.
Remitly made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #385 holding.
155 funds tracked by Wall St. Rank held Remitly as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.