Covestor
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Covestor’s Richmond Mutual Bancorp RMBI Stock Holding History

Covestor’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 		$1K Buy
38
+21
+124% +$328 ﹤0.01% 2191
2026
Q2 		$0 Sell
17
-25
-60% -$367 ﹤0.01% 2785
2026
Q1 		$1K Sell
42
-38
-48% -$528 ﹤0.01% 2130
2025
Q4 		$1K Sell
80
-19
-19% -$261 ﹤0.01% 2152
2025
Q3 		$1K Buy
+99
New +$1.41K ﹤0.01% 2165

Other funds holding RMBI

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
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Covestor's RMBI Position: Q3 2026 in Review

Covestor increased its Richmond Mutual Bancorp (RMBI) stake by 124% in Q3 2026, buying an estimated $328 and bringing the position to 38 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Covestor first reported a position in RMBI in Q3 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold RMBI as of Q3 2026.

  • Covestor held 38 shares of Richmond Mutual Bancorp worth $1K as of Q3 2026.
  • Covestor bought 21 Richmond Mutual Bancorp shares in Q3 2026, an estimated $328.
  • Richmond Mutual Bancorp made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2191 holding.
  • Covestor first reported a position in Richmond Mutual Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.