UMB Bank’s Richmond Mutual Bancorp RMBI Stock Holding History

UMB Bank’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
2024 Q4	–	Sell	-10,000	Closed	-$129K	–	2165
2024 Q3	$129K	Hold	10,000	–	–	﹤0.01%	653
2024 Q2	$117K	Hold	10,000	–	–	﹤0.01%	653
2024 Q1	$111K	Hold	10,000	–	–	﹤0.01%	674
2023 Q4	$115K	Hold	10,000	–	–	﹤0.01%	678
2023 Q3	$112K	Hold	10,000	–	–	﹤0.01%	675
2023 Q2	$110K	Hold	10,000	–	–	﹤0.01%	679
2023 Q1	$104K	Hold	10,000	–	–	﹤0.01%	681
2022 Q4	$130K	Hold	10,000	–	–	﹤0.01%	652
2022 Q3	$134K	Hold	10,000	–	–	﹤0.01%	665
2022 Q2	$140K	Hold	10,000	–	–	﹤0.01%	683
2022 Q1	$171K	Hold	10,000	–	–	﹤0.01%	678
2021 Q4	$161K	Buy	+10,000	New	+$160K	﹤0.01%	708

Other funds holding RMBI

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KNFPWM

Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $352M AUM 24.09% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

UMB Bank's RMBI Position: Q4 2024 in Review

UMB Bank sold out of Richmond Mutual Bancorp (RMBI) in Q4 2024, closing a stake of 10,000 shares — an estimated $129K sold.

UMB Bank first reported a position in RMBI in Q4 2021 and held it in 12 quarters. The position peaked at $171K in Q1 2022. 42 funds tracked by Wall St. Rank hold RMBI as of Q4 2024.

UMB Bank reported no remaining Richmond Mutual Bancorp position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 10,000 Richmond Mutual Bancorp shares in Q4 2024, an estimated $129K.
UMB Bank first reported a position in Richmond Mutual Bancorp in Q4 2021 and held it in 12 quarters.
UMB Bank's Richmond Mutual Bancorp position peaked at $171K in Q1 2022.
42 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.