Root Financial Partners’s Remitly RELY Stock Holding History

Root Financial Partners’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	–	Sell	-616	Closed	-$9.65K	–	2537
2026 Q1	$9.65K	Buy	+616	New	+$9.12K	﹤0.01%	1703

Other funds holding RELY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Root Financial Partners's RELY Position: Q2 2026 in Review

Root Financial Partners sold out of Remitly (RELY) in Q2 2026, closing a stake of 616 shares — an estimated $9.65K sold.

Root Financial Partners first reported a position in RELY in Q1 2026 and held it in 1 quarter. The position peaked at $9.65K in Q1 2026. 352 funds tracked by Wall St. Rank hold RELY as of Q2 2026.

Root Financial Partners reported no remaining Remitly position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 616 Remitly shares in Q2 2026, an estimated $9.65K.
Root Financial Partners first reported a position in Remitly in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Remitly position peaked at $9.65K in Q1 2026.
352 funds tracked by Wall St. Rank held Remitly as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.