IFP Advisors’s Richmond Mutual Bancorp RMBI Stock Holding History

IFP 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 Q3	$1.96K	Buy	132 +65	+97%	+$1.02K	﹤0.01%	4233
2026 Q2	$1.06K	Buy	67 +48	+253%	+$705	﹤0.01%	4473
2026 Q1	$258	Sell	19 -9	-32%	-$125	﹤0.01%	4568
2025 Q4	$393	Buy	28 +10	+56%	+$137	﹤0.01%	4342
2025 Q3	$256	Buy	+18	New	+$257	﹤0.01%	4349

Other funds holding RMBI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $370M AUM 16.55% 1-Year Est. Return

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 New York $608B AUM 32.77% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

IFP Advisors's RMBI Position: Q3 2026 in Review

IFP Advisors increased its Richmond Mutual Bancorp (RMBI) stake by 97% in Q3 2026, buying an estimated $1.02K and bringing the position to 132 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4233.

IFP Advisors first reported a position in RMBI in Q3 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold RMBI as of Q3 2026.

IFP Advisors held 132 shares of Richmond Mutual Bancorp worth $1.96K as of Q3 2026.
IFP Advisors bought 65 Richmond Mutual Bancorp shares in Q3 2026, an estimated $1.02K.
Richmond Mutual Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4233 holding.
IFP Advisors first reported a position in Richmond Mutual Bancorp in Q3 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.