RWM
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Raffa Wealth Management’s Richmond Mutual Bancorp RMBI Stock Holding History

Raffa Wealth Management’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
2021
Q3 		– Sell
-58
Closed -$864 – 1126
2021
Q2 		$864 Hold
58
– – ﹤0.01% 889
2021
Q1 		$786 Buy
+58
New +$782 ﹤0.01% 914

Other funds holding RMBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

Raffa Wealth Management's RMBI Position: Q3 2021 in Review

Raffa Wealth Management sold out of Richmond Mutual Bancorp (RMBI) in Q3 2021, closing a stake of 58 shares — an estimated $864 sold.

Raffa Wealth Management first reported a position in RMBI in Q1 2021 and held it in 2 quarters. The position peaked at $864 in Q2 2021. 37 funds tracked by Wall St. Rank hold RMBI as of Q3 2021.

  • Raffa Wealth Management reported no remaining Richmond Mutual Bancorp position as of Q3 2021 after selling out during the quarter.
  • Raffa Wealth Management sold 58 Richmond Mutual Bancorp shares in Q3 2021, an estimated $864.
  • Raffa Wealth Management first reported a position in Richmond Mutual Bancorp in Q1 2021 and held it in 2 quarters.
  • Raffa Wealth Management's Richmond Mutual Bancorp position peaked at $864 in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q3 2021.

Based on Raffa Wealth Management's 13F filing for Q3 2021, filed 27 Jul 2026.