Jones Financial Companies
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Jones Financial Companies’s Richmond Mutual Bancorp RMBI Stock Holding History

Jones Financial Companies’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 		$3.58K Hold
267
– – ﹤0.01% 3967
2025
Q4 		$3.75K Hold
267
– – ﹤0.01% 3614
2025
Q3 		$3.81K Buy
+267
New +$3.81K ﹤0.01% 3458

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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

Jones Financial Companies's RMBI Position: Q1 2026 in Review

Jones Financial Companies held its Richmond Mutual Bancorp (RMBI) position steady in Q1 2026 at 267 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3967.

Jones Financial Companies first reported a position in RMBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.81K in Q3 2025. 66 funds tracked by Wall St. Rank hold RMBI as of Q1 2026.

  • Jones Financial Companies held 267 shares of Richmond Mutual Bancorp worth $3.58K as of Q1 2026.
  • Jones Financial Companies left its Richmond Mutual Bancorp share count unchanged in Q1 2026.
  • Richmond Mutual Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3967 holding.
  • Jones Financial Companies first reported a position in Richmond Mutual Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Richmond Mutual Bancorp position peaked at $3.81K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.