EverSource Wealth Advisors’s Richmond Mutual Bancorp RMBI Stock Holding History

EverSource Wealth Advisors’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	$778	Buy	49 +42	+600%	+$617	﹤0.01%	4041
2026 Q1	$96	Sell	7 -4	-36%	-$56	﹤0.01%	4275
2025 Q4	$154	Sell	11 -17	-61%	-$233	﹤0.01%	4059
2025 Q3	$398	Buy	+28	New	+$399	﹤0.01%	4007

Other funds holding RMBI

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

KNFPWM

Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $352M AUM 24.09% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

EverSource Wealth Advisors's RMBI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Richmond Mutual Bancorp (RMBI) stake by 600% in Q2 2026, buying an estimated $617 and bringing the position to 49 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #4041.

EverSource Wealth Advisors first reported a position in RMBI in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold RMBI as of Q2 2026.

EverSource Wealth Advisors held 49 shares of Richmond Mutual Bancorp worth $778 as of Q2 2026.
EverSource Wealth Advisors bought 42 Richmond Mutual Bancorp shares in Q2 2026, an estimated $617.
Richmond Mutual Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4041 holding.
EverSource Wealth Advisors first reported a position in Richmond Mutual Bancorp in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.