Root Financial Partners
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Root Financial Partners’s Richmond Mutual Bancorp RMBI Stock Holding History

Root Financial Partners’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
Q3 		$372 Buy
+25
New +$390 ﹤0.01% 3336
2026
Q2 		– Sell
-2
Closed -$27 – 2572
2026
Q1 		$27 Buy
+2
New +$28 ﹤0.01% 3424

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Keeler & Nadler Financial Planning & Wealth Management
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $370M AUM 16.55% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
CPC
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Bank of New York Mellon
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SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Bedel Financial Consulting
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 31.75% 1-Year Est. Return

Root Financial Partners's RMBI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Richmond Mutual Bancorp (RMBI) in Q3 2026: 25 shares worth $372. The stake represents ﹤0.01% of the portfolio and ranks #3336 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RMBI as recently as Q1 2026.

Root Financial Partners first reported a position in RMBI in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold RMBI as of Q3 2026.

  • Root Financial Partners held 25 shares of Richmond Mutual Bancorp worth $372 as of Q3 2026.
  • Richmond Mutual Bancorp was a new Root Financial Partners position in Q3 2026.
  • Richmond Mutual Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3336 holding.
  • Root Financial Partners first reported a position in Richmond Mutual Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.