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True Wealth Design’s Richmond Mutual Bancorp RMBI Stock Holding History

True Wealth Design’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 		$159 Buy
+10
New +$147 ﹤0.01% 2488
2025
Q4 		– Sell
-1
Closed -$15 – 2775
2025
Q3 		$15 Buy
+1
New +$14 ﹤0.01% 2675

Other funds holding RMBI

KNFPWM
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $352M AUM 24.09% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's RMBI Position: Q2 2026 in Review

True Wealth Design opened a new position in Richmond Mutual Bancorp (RMBI) in Q2 2026: 10 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #2488 among its holdings. This is a return to the name: True Wealth Design previously reported a position in RMBI as recently as Q3 2025.

True Wealth Design first reported a position in RMBI in Q3 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold RMBI as of Q2 2026.

  • True Wealth Design held 10 shares of Richmond Mutual Bancorp worth $159 as of Q2 2026.
  • Richmond Mutual Bancorp was a new True Wealth Design position in Q2 2026.
  • Richmond Mutual Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2488 holding.
  • True Wealth Design first reported a position in Richmond Mutual Bancorp in Q3 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.