Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Northrim BanCorp NRIM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NRIM Stock Details NRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.2K Buy
1,756
+199
+13% +$4.95K ﹤0.01% 3963
2025
Q4 		$41K Sell
1,557
-59
-4% -$1.4K ﹤0.01% 3746
2025
Q3 		$35K Sell
1,616
-56
-3% -$1.27K ﹤0.01% 3787
2025
Q2 		$39K Buy
1,672
+264
+19% +$5.49K ﹤0.01% 3466
2025
Q1 		$26K Buy
1,408
+428
+44% +$8.48K ﹤0.01% 3494
2024
Q4 		$19K Buy
980
+224
+30% +$4.29K ﹤0.01% 3480
2024
Q3 		$13K Buy
756
+536
+244% +$8.78K ﹤0.01% 3635
2024
Q2 		$3K Buy
220
+216
+5,400% +$2.78K ﹤0.01% 4095
2024
Q1 		$0 Buy
+4
New +$51 ﹤0.01% 4602
2023
Q4 		– Sell
-4
Closed – – 4397
2023
Q3 		$0 Buy
+4
New +$43 ﹤0.01% 4426

Other funds holding NRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NRIM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Northrim BanCorp (NRIM) stake by 13% in Q1 2026, buying an estimated $4.95K and bringing the position to 1,756 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

Carson Wealth (CWM LLC) first reported a position in NRIM in Q3 2023 and has held it in 10 quarters since. The position peaked at $41K in Q4 2025. 161 funds tracked by Wall St. Rank hold NRIM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,756 shares of Northrim BanCorp worth $40.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 199 Northrim BanCorp shares in Q1 2026, an estimated $4.95K.
  • Northrim BanCorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3963 holding.
  • Carson Wealth (CWM LLC) first reported a position in Northrim BanCorp in Q3 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Northrim BanCorp position peaked at $41K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Northrim BanCorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.