Beese Fulmer Investment Management’s Richmond Mutual Bancorp RMBI Stock Holding History

Beese Fulmer Investment Management’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
2026 Q2	$259K	Sell	16,288 -17,950	-52%	-$264K	0.01%	330
2026 Q1	$465K	Sell	34,238 -2	-0%	-$28	0.03%	215
2025 Q4	$481K	Sell	34,240 -375	-1%	-$5.14K	0.03%	203
2025 Q3	$492K	Hold	34,615	–	–	0.03%	188
2025 Q2	$478K	Sell	34,615 -1,262	-4%	-$16.9K	0.04%	184
2025 Q1	$459K	Hold	35,877	–	–	0.04%	163
2024 Q4	$508K	Hold	35,877	–	–	0.04%	146
2024 Q3	$463K	Hold	35,877	–	–	0.04%	159
2024 Q2	$421K	Sell	35,877 -3,420	-9%	-$39.4K	0.04%	160
2024 Q1	$437K	Sell	39,297 -300	-0.8%	-$3.42K	0.04%	153
2023 Q4	$456K	Hold	39,597	–	–	0.05%	153
2023 Q3	$442K	Hold	39,597	–	–	0.05%	151
2023 Q2	$437K	Hold	39,597	–	–	0.05%	155
2023 Q1	$411K	Sell	39,597 -1,400	-3%	-$17.5K	0.05%	163
2022 Q4	$533K	Hold	40,997	–	–	0.06%	147
2022 Q3	$551K	Hold	40,997	–	–	0.07%	138
2022 Q2	$573K	Hold	40,997	–	–	0.07%	138
2022 Q1	$699K	Hold	40,997	–	–	0.08%	135
2021 Q4	$658K	Hold	40,997	–	–	0.07%	143
2021 Q3	$646K	Hold	40,997	–	–	0.07%	138
2021 Q2	$611K	Buy	40,997 +3,782	+10%	+$53.4K	0.07%	140
2021 Q1	$505K	Hold	37,215	–	–	0.06%	145
2020 Q4	$508K	Buy	37,215 +900	+2%	+$11K	0.06%	140
2020 Q3	$384K	Buy	36,315 +1,700	+5%	+$19K	0.05%	141
2020 Q2	$389K	Buy	34,615 +375	+1%	+$3.96K	0.06%	140
2020 Q1	$349K	Hold	34,240	–	–	0.06%	138
2019 Q4	$546K	Buy	+34,240	New	+$493K	0.08%	129

Other funds holding RMBI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beese Fulmer Investment Management's RMBI Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Richmond Mutual Bancorp (RMBI) stake by 52% in Q2 2026, selling an estimated $264K and leaving 16,288 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #330.

Beese Fulmer Investment Management first reported a position in RMBI in Q4 2019 and has held it in 27 quarters since. The position peaked at $699K in Q1 2022. 76 funds tracked by Wall St. Rank hold RMBI as of Q2 2026.

Beese Fulmer Investment Management held 16,288 shares of Richmond Mutual Bancorp worth $259K as of Q2 2026.
Beese Fulmer Investment Management sold 17,950 Richmond Mutual Bancorp shares in Q2 2026, an estimated $264K.
Richmond Mutual Bancorp made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #330 holding.
Beese Fulmer Investment Management first reported a position in Richmond Mutual Bancorp in Q4 2019 and has held it in 27 quarters since.
Beese Fulmer Investment Management's Richmond Mutual Bancorp position peaked at $699K in Q1 2022.
76 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.