Values First Advisors’s Remitly RELY Stock Holding History

Values First 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 Q3	$362K	Sell	16,950 -106	-0.6%	-$2.53K	0.17%	131
2026 Q2	$382K	Buy	+17,056	New	+$350K	0.17%	134
2025 Q4	–	Sell	-17,260	Closed	-$281K	–	189
2025 Q3	$281K	Sell	17,260 -681	-4%	-$12.2K	0.15%	139
2025 Q2	$337K	Buy	17,941 +2,284	+15%	+$47.5K	0.18%	140
2025 Q1	$326K	Buy	15,657 +216	+1%	+$4.95K	0.19%	134
2024 Q4	$349K	Buy	15,441 +653	+4%	+$12K	0.19%	127
2024 Q3	$198K	Buy	14,788 +3,426	+30%	+$46.5K	0.11%	149
2024 Q2	$138K	Buy	+11,362	New	+$176K	0.08%	150

Other funds holding RELY

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Values First Advisors's RELY Position: Q3 2026 in Review

Values First Advisors reduced its Remitly (RELY) stake by 0.62% in Q3 2026, selling an estimated $2.53K and leaving 16,950 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #131.

Values First Advisors first reported a position in RELY in Q2 2024 and has held it in 8 quarters since. The position peaked at $382K in Q2 2026. 79 funds tracked by Wall St. Rank hold RELY as of Q3 2026.

Values First Advisors held 16,950 shares of Remitly worth $362K as of Q3 2026.
Values First Advisors sold 106 Remitly shares in Q3 2026, an estimated $2.53K.
Remitly made up 0.17% of Values First Advisors's portfolio in Q3 2026, its #131 holding.
Values First Advisors first reported a position in Remitly in Q2 2024 and has held it in 8 quarters since.
Values First Advisors's Remitly position peaked at $382K in Q2 2026.
79 funds tracked by Wall St. Rank held Remitly as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.