Private Client Services’s Remitly RELY Stock Holding History

Private Client Services’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	$766K	Buy	+35,895	New	+$858K	0.21%	89

Other funds holding RELY

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Private Client Services's RELY Position: Q3 2026 in Review

Private Client Services opened a new position in Remitly (RELY) in Q3 2026: 35,895 shares worth $766K. The stake represents 0.21% of the portfolio and ranks #89 among its holdings.

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

Private Client Services held 35,895 shares of Remitly worth $766K as of Q3 2026.
Remitly was a new Private Client Services position in Q3 2026.
Remitly made up 0.21% of Private Client Services's portfolio in Q3 2026, its #89 holding.
9 funds tracked by Wall St. Rank held Remitly as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.