Morgan Stanley
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Morgan Stanley’s Richmond Mutual Bancorp RMBI Stock Holding History

Morgan Stanley’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 		$1.36M Buy
85,952
+65,815
+327% +$967K ﹤0.01% 5067
2026
Q1 		$273K Sell
20,137
-1,382
-6% -$19.2K ﹤0.01% 5735
2025
Q4 		$302K Sell
21,519
-546
-2% -$7.49K ﹤0.01% 5752
2025
Q3 		$314K Sell
22,065
-11,332
-34% -$161K ﹤0.01% 5709
2025
Q2 		$461K Buy
33,397
+22,142
+197% +$297K ﹤0.01% 5497
2025
Q1 		$144K Buy
11,255
+35
+0.3% +$460 ﹤0.01% 5862
2024
Q4 		$159K Buy
11,220
+2,390
+27% +$32.6K ﹤0.01% 5871
2024
Q3 		$114K Sell
8,830
-1
-0% -$12 ﹤0.01% 5954
2024
Q2 		$104K Sell
8,831
-1,245
-12% -$14.3K ﹤0.01% 5949
2024
Q1 		$112K Buy
10,076
+564
+6% +$6.43K ﹤0.01% 5941
2023
Q4 		$109K Sell
9,512
-140
-1% -$1.51K ﹤0.01% 5910
2023
Q3 		$108K Hold
9,652
– – ﹤0.01% 5857
2023
Q2 		$107K Sell
9,652
-159
-2% -$1.65K ﹤0.01% 5925
2023
Q1 		$102K Sell
9,811
-884
-8% -$11.1K ﹤0.01% 5997
2022
Q4 		$139K Sell
10,695
-886
-8% -$11.6K ﹤0.01% 5822
2022
Q3 		$157K Sell
11,581
-4,649
-29% -$64.6K ﹤0.01% 5843
2022
Q2 		$226K Sell
16,230
-1,543
-9% -$23.7K ﹤0.01% 5836
2022
Q1 		$303K Sell
17,773
-3,728
-17% -$62.5K ﹤0.01% 5691
2021
Q4 		$345K Sell
21,501
-1,154
-5% -$18.4K ﹤0.01% 5768
2021
Q3 		$357K Sell
22,655
-6,293
-22% -$96.4K ﹤0.01% 5688
2021
Q2 		$431K Buy
28,948
+2,629
+10% +$37.1K ﹤0.01% 5620
2021
Q1 		$357K Sell
26,319
-7,766
-23% -$105K ﹤0.01% 5342
2020
Q4 		$466K Buy
34,085
+15,324
+82% +$188K ﹤0.01% 5122
2020
Q3 		$198K Sell
18,761
-2,554
-12% -$28.6K ﹤0.01% 5126
2020
Q2 		$240K Buy
21,315
+4,167
+24% +$44K ﹤0.01% 4989
2020
Q1 		$175K Sell
17,148
-9,454
-36% -$130K ﹤0.01% 4920
2019
Q4 		$424K Buy
26,602
+23,074
+654% +$332K ﹤0.01% 5026
2019
Q3 		$49K Buy
+3,528
New +$47.1K ﹤0.01% 5730

Other funds holding RMBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Morgan Stanley's RMBI Position: Q2 2026 in Review

Morgan Stanley increased its Richmond Mutual Bancorp (RMBI) stake by 327% in Q2 2026, buying an estimated $967K and bringing the position to 85,952 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #5067.

Morgan Stanley first reported a position in RMBI in Q3 2019 and has held it in 28 quarters since. 75 funds tracked by Wall St. Rank hold RMBI as of Q2 2026.

  • Morgan Stanley held 85,952 shares of Richmond Mutual Bancorp worth $1.36M as of Q2 2026.
  • Morgan Stanley bought 65,815 Richmond Mutual Bancorp shares in Q2 2026, an estimated $967K.
  • Richmond Mutual Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5067 holding.
  • Morgan Stanley first reported a position in Richmond Mutual Bancorp in Q3 2019 and has held it in 28 quarters since.
  • 75 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.