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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

UBS Group's RMBI Position: Q1 2026 in Review

UBS Group reduced its Richmond Mutual Bancorp (RMBI) stake by 14% in Q1 2026, selling an estimated $7.03K and leaving 3,157 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7471.

UBS Group first reported a position in RMBI in Q3 2019 and has held it in 21 quarters since. The position peaked at $323K in Q4 2019. 66 funds tracked by Wall St. Rank hold RMBI as of Q1 2026.

  • UBS Group held 3,157 shares of Richmond Mutual Bancorp worth $42.8K as of Q1 2026.
  • UBS Group sold 506 Richmond Mutual Bancorp shares in Q1 2026, an estimated $7.03K.
  • Richmond Mutual Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7471 holding.
  • UBS Group first reported a position in Richmond Mutual Bancorp in Q3 2019 and has held it in 21 quarters since.
  • UBS Group's Richmond Mutual Bancorp position peaked at $323K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.