Valeo Financial Advisors
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Valeo Financial Advisors’s Richmond Mutual Bancorp RMBI Stock Holding History

Valeo Financial Advisors’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 		$278K Buy
+18,700
New +$292K 0.01% 661

Other funds holding RMBI

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
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
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Valeo Financial Advisors's RMBI Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Richmond Mutual Bancorp (RMBI) in Q3 2026: 18,700 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings.

10 funds tracked by Wall St. Rank hold RMBI as of Q3 2026.

  • Valeo Financial Advisors held 18,700 shares of Richmond Mutual Bancorp worth $278K as of Q3 2026.
  • Richmond Mutual Bancorp was a new Valeo Financial Advisors position in Q3 2026.
  • Richmond Mutual Bancorp made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #661 holding.
  • 10 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.