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
Q2 		$24K Sell
1,514
-1,643
-52% -$24.1K ﹤0.01% 8052
2026
Q1 		$42.8K Sell
3,157
-506
-14% -$7.03K ﹤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% 5224
2019
Q3 		$194K Buy
+13,840
New +$185K ﹤0.01% 5269

Other funds holding RMBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group's RMBI Position: Q2 2026 in Review

UBS Group reduced its Richmond Mutual Bancorp (RMBI) stake by 52% in Q2 2026, selling an estimated $24.1K and leaving 1,514 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #8052.

UBS Group first reported a position in RMBI in Q3 2019 and has held it in 22 quarters since. The position peaked at $323K in Q4 2019. 75 funds tracked by Wall St. Rank hold RMBI as of Q2 2026.

  • UBS Group held 1,514 shares of Richmond Mutual Bancorp worth $24K as of Q2 2026.
  • UBS Group sold 1,643 Richmond Mutual Bancorp shares in Q2 2026, an estimated $24.1K.
  • Richmond Mutual Bancorp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8052 holding.
  • UBS Group first reported a position in Richmond Mutual Bancorp in Q3 2019 and has held it in 22 quarters since.
  • UBS Group's Richmond Mutual Bancorp position peaked at $323K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.