Cornerstone Planning Group
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Cornerstone Planning Group’s Richmond Mutual Bancorp RMBI Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-37
Closed -$565 – 1356
2026
Q2 		$565 Hold
37
– – ﹤0.01% 1661
2026
Q1 		$563 Buy
+37
New +$514 ﹤0.01% 1614

Other funds holding RMBI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Keeler & Nadler Financial Planning & Wealth Management
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $370M AUM 16.55% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
CPC
CFC Planning Company Cicero, Indiana $186M AUM 39.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Bedel Financial Consulting
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 31.75% 1-Year Est. Return

Cornerstone Planning Group's RMBI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Richmond Mutual Bancorp (RMBI) in Q3 2026, closing a stake of 37 shares — an estimated $565 sold.

Cornerstone Planning Group first reported a position in RMBI in Q1 2026 and held it in 2 quarters. The position peaked at $565 in Q2 2026. 38 funds tracked by Wall St. Rank hold RMBI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Richmond Mutual Bancorp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 37 Richmond Mutual Bancorp shares in Q3 2026, an estimated $565.
  • Cornerstone Planning Group first reported a position in Richmond Mutual Bancorp in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Richmond Mutual Bancorp position peaked at $565 in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.