Root Financial Partners
RELY icon

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
Q3 		$10.2K Buy
+476
New +$11.4K ﹤0.01% 1904
2026
Q2 		– Sell
-616
Closed -$9.7K – 2537
2026
Q1 		$9.7K Buy
+616
New +$9.12K ﹤0.01% 1703

Other funds holding RELY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's RELY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Remitly (RELY) in Q3 2026: 476 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #1904 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RELY as recently as Q1 2026.

Root Financial Partners first reported a position in RELY in Q1 2026 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold RELY as of Q3 2026.

  • Root Financial Partners held 476 shares of Remitly worth $10.2K as of Q3 2026.
  • Remitly was a new Root Financial Partners position in Q3 2026.
  • Remitly made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1904 holding.
  • Root Financial Partners first reported a position in Remitly in Q1 2026 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Remitly as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.