Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Richmond Mutual Bancorp RMBI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.47K Sell
256
-114
-31% -$1.58K ﹤0.01% 5148
2025
Q4 		$5K Sell
370
-163
-31% -$2.24K ﹤0.01% 4838
2025
Q3 		$8K Buy
+533
New +$7.59K ﹤0.01% 4582

Other funds holding RMBI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RMBI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Richmond Mutual Bancorp (RMBI) stake by 31% in Q1 2026, selling an estimated $1.58K and leaving 256 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #5148.

Carson Wealth (CWM LLC) first reported a position in RMBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $8K in Q3 2025. 66 funds tracked by Wall St. Rank hold RMBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 256 shares of Richmond Mutual Bancorp worth $3.47K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 114 Richmond Mutual Bancorp shares in Q1 2026, an estimated $1.58K.
  • Richmond Mutual Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5148 holding.
  • Carson Wealth (CWM LLC) first reported a position in Richmond Mutual Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Richmond Mutual Bancorp position peaked at $8K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.