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 Q3	$491	Buy	33 +23	+230%	+$359	﹤0.01%	2137
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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's RMBI Position: Q3 2026 in Review

True Wealth Design increased its Richmond Mutual Bancorp (RMBI) stake by 230% in Q3 2026, buying an estimated $359 and bringing the position to 33 shares worth $491. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

True Wealth Design first reported a position in RMBI in Q3 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold RMBI as of Q3 2026.

True Wealth Design held 33 shares of Richmond Mutual Bancorp worth $491 as of Q3 2026.
True Wealth Design bought 23 Richmond Mutual Bancorp shares in Q3 2026, an estimated $359.
Richmond Mutual Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2137 holding.
True Wealth Design first reported a position in Richmond Mutual Bancorp in Q3 2025 and has held it in 3 quarters since.
10 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.