Schneider Downs Wealth Management Advisors’s Remitly RELY Stock Holding History

Schneider Downs Wealth Management Advisors’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 Q1	$985K	Hold	62,848	–	–	0.11%	68
2025 Q4	$867K	Hold	62,848	–	–	0.1%	74
2025 Q3	$1.02M	Hold	62,848	–	–	0.12%	65
2025 Q2	$1.18M	Sell	62,848 -4,490	-7%	-$93.4K	0.18%	59
2025 Q1	$1.4M	Sell	67,338 -6,590	-9%	-$151K	0.25%	49
2024 Q4	$1.67M	Hold	73,928	–	–	0.31%	42
2024 Q3	$990K	Hold	73,928	–	–	0.2%	52
2024 Q2	$896K	Sell	73,928 -800	-1%	-$12.4K	0.2%	55
2024 Q1	$1.55M	Sell	74,728 -5,560	-7%	-$106K	0.36%	39
2023 Q4	$1.56M	Sell	80,288 -35,379	-31%	-$793K	0.41%	38
2023 Q3	$2.92M	Sell	115,667 -31,070	-21%	-$701K	0.68%	23
2023 Q2	$2.76M	Sell	146,737 -4,424	-3%	-$80.4K	0.63%	25
2023 Q1	$2.56M	Sell	151,161 -21,339	-12%	-$290K	0.53%	27
2022 Q4	$1.98M	Buy	+172,500	New	+$1.79M	0.43%	33

Other funds holding RELY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Naspers South Africa $253M AUM 25.32% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's RELY Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors held its Remitly (RELY) position steady in Q1 2026 at 62,848 shares worth $985K. The position accounts for 0.11% of the portfolio, ranked #68.

Schneider Downs Wealth Management Advisors first reported a position in RELY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.92M in Q3 2023. 291 funds tracked by Wall St. Rank hold RELY as of Q1 2026.

Schneider Downs Wealth Management Advisors held 62,848 shares of Remitly worth $985K as of Q1 2026.
Schneider Downs Wealth Management Advisors left its Remitly share count unchanged in Q1 2026.
Remitly made up 0.11% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #68 holding.
Schneider Downs Wealth Management Advisors first reported a position in Remitly in Q4 2022 and has held it in 14 quarters since.
Schneider Downs Wealth Management Advisors's Remitly position peaked at $2.92M in Q3 2023.
291 funds tracked by Wall St. Rank held Remitly as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.