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AlTi Global’s Richmond Mutual Bancorp RMBI Stock Holding History

AlTi Global’s Portfolio RMBI Stock Details RMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,815
Closed -$165K – 430
2024
Q3 		$165K Buy
+12,815
New +$158K ﹤0.01% 376

Other funds holding RMBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $352M AUM 24.09% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

AlTi Global's RMBI Position: Q4 2024 in Review

AlTi Global sold out of Richmond Mutual Bancorp (RMBI) in Q4 2024, closing a stake of 12,815 shares — an estimated $165K sold.

AlTi Global first reported a position in RMBI in Q3 2024 and held it in 1 quarter. The position peaked at $165K in Q3 2024. 42 funds tracked by Wall St. Rank hold RMBI as of Q4 2024.

  • AlTi Global reported no remaining Richmond Mutual Bancorp position as of Q4 2024 after selling out during the quarter.
  • AlTi Global sold 12,815 Richmond Mutual Bancorp shares in Q4 2024, an estimated $165K.
  • AlTi Global first reported a position in Richmond Mutual Bancorp in Q3 2024 and held it in 1 quarter.
  • AlTi Global's Richmond Mutual Bancorp position peaked at $165K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q4 2024.

Based on AlTi Global's 13F filing for Q4 2024, filed 14 Feb 2025.