UBS Group
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UBS Group’s Richmond Mutual Bancorp RMBI Stock Holding History

UBS Group’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 		$223K Buy
14,999
+13,485
+891% +$211K ﹤0.01% 6689
2026
Q2 		$24K Sell
1,514
-1,643
-52% -$24.1K ﹤0.01% 8052
2026
Q1 		$42.8K Sell
3,157
-506
-14% -$7.02K ﹤0.01% 7471
2025
Q4 		$51.4K Sell
3,663
-4,379
-54% -$60.1K ﹤0.01% 7202
2025
Q3 		$114K Sell
8,042
-1,142
-12% -$16.3K ﹤0.01% 7018
2025
Q2 		$127K Buy
9,184
+8,894
+3,067% +$119K ﹤0.01% 7042
2025
Q1 		$3.71K Sell
290
-178
-38% -$2.34K ﹤0.01% 9185
2024
Q4 		$6.62K Sell
468
-1,766
-79% -$24.1K ﹤0.01% 8542
2024
Q3 		$28.8K Buy
2,234
+234
+12% +$2.88K ﹤0.01% 7145
2024
Q2 		$23.5K Buy
2,000
+1,061
+113% +$12.2K ﹤0.01% 7202
2024
Q1 		$10.4K Sell
939
-2,223
-70% -$25.3K ﹤0.01% 7229
2023
Q4 		$36.4K Buy
+3,162
New +$34.1K ﹤0.01% 6732
2022
Q2 		– Sell
-3,788
Closed -$65K – 10834
2022
Q1 		$65K Sell
3,788
-663
-15% -$11.1K ﹤0.01% 6242
2021
Q4 		$72K Buy
4,451
+663
+18% +$10.6K ﹤0.01% 6598
2021
Q3 		$60K Hold
3,788
– – ﹤0.01% 6195
2021
Q2 		$56K Sell
3,788
-3,785
-50% -$53.4K ﹤0.01% 6328
2021
Q1 		$102K Buy
7,573
+681
+10% +$9.18K ﹤0.01% 5947
2020
Q4 		$94K Buy
6,892
+342
+5% +$4.19K ﹤0.01% 5735
2020
Q3 		$69K Sell
6,550
-1,391
-18% -$15.6K ﹤0.01% 5419
2020
Q2 		$90K Sell
7,941
-3,105
-28% -$32.8K ﹤0.01% 5384
2020
Q1 		$113K Sell
11,046
-9,240
-46% -$127K ﹤0.01% 5186
2019
Q4 		$323K Buy
20,286
+6,446
+47% +$92.7K ﹤0.01% 5223
2019
Q3 		$194K Buy
+13,840
New +$185K ﹤0.01% 5269

Other funds holding RMBI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
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
CFC Planning Company Cicero, Indiana $186M AUM 39.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group's RMBI Position: Q3 2026 in Review

UBS Group increased its Richmond Mutual Bancorp (RMBI) stake by 891% in Q3 2026, buying an estimated $211K and bringing the position to 14,999 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #6689.

UBS Group first reported a position in RMBI in Q3 2019 and has held it in 23 quarters since. The position peaked at $323K in Q4 2019. 49 funds tracked by Wall St. Rank hold RMBI as of Q3 2026.

  • UBS Group held 14,999 shares of Richmond Mutual Bancorp worth $223K as of Q3 2026.
  • UBS Group bought 13,485 Richmond Mutual Bancorp shares in Q3 2026, an estimated $211K.
  • Richmond Mutual Bancorp made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6689 holding.
  • UBS Group first reported a position in Richmond Mutual Bancorp in Q3 2019 and has held it in 23 quarters since.
  • UBS Group's Richmond Mutual Bancorp position peaked at $323K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.