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
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 Sell
10,076
-8,948
-47% -$102K ﹤0.01% 5941
2023
Q4 		$219K Buy
19,024
+9,372
+97% +$101K ﹤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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $360M AUM 32.54% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Morgan Stanley's RMBI Position: Q1 2026 in Review

Morgan Stanley reduced its Richmond Mutual Bancorp (RMBI) stake by 6.4% in Q1 2026, selling an estimated $19.2K and leaving 20,137 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #5735.

Morgan Stanley first reported a position in RMBI in Q3 2019 and has held it in 27 quarters since. The position peaked at $466K in Q4 2020. 66 funds tracked by Wall St. Rank hold RMBI as of Q1 2026.

  • Morgan Stanley held 20,137 shares of Richmond Mutual Bancorp worth $273K as of Q1 2026.
  • Morgan Stanley sold 1,382 Richmond Mutual Bancorp shares in Q1 2026, an estimated $19.2K.
  • Richmond Mutual Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5735 holding.
  • Morgan Stanley first reported a position in Richmond Mutual Bancorp in Q3 2019 and has held it in 27 quarters since.
  • Morgan Stanley's Richmond Mutual Bancorp position peaked at $466K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.