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MassMutual Private Wealth & Trust’s Richmond Mutual Bancorp RMBI Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q1 		– Sell
-3,966
Closed -$56.1K – 2468
2024
Q4 		$56.1K Buy
+3,966
New +$54K ﹤0.01% 719

Other funds holding RMBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $352M AUM 24.09% 1-Year Est. Return

MassMutual Private Wealth & Trust's RMBI Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Richmond Mutual Bancorp (RMBI) in Q1 2025, closing a stake of 3,966 shares — an estimated $56.1K sold.

MassMutual Private Wealth & Trust first reported a position in RMBI in Q4 2024 and held it in 1 quarter. The position peaked at $56.1K in Q4 2024. 38 funds tracked by Wall St. Rank hold RMBI as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Richmond Mutual Bancorp position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 3,966 Richmond Mutual Bancorp shares in Q1 2025, an estimated $56.1K.
  • MassMutual Private Wealth & Trust first reported a position in Richmond Mutual Bancorp in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Richmond Mutual Bancorp position peaked at $56.1K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.