Clearstead Advisors’s Northrim BanCorp NRIM Stock Holding History

Clearstead Advisors’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 Q2	$2.94K	Buy	+106	New	+$2.63K	﹤0.01%	2345
2026 Q1	–	Sell	-1,509	Closed	-$40.2K	–	2655
2025 Q4	$40.2K	Buy	1,509 +993	+192%	+$23.6K	﹤0.01%	1494
2025 Q3	$11.2K	Hold	516	–	–	﹤0.01%	1896
2025 Q2	$12K	Buy	+516	New	+$10.7K	﹤0.01%	1829

Other funds holding NRIM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIM

Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return

Clearstead Advisors's NRIM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Northrim BanCorp (NRIM) in Q2 2026: 106 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #2345 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NRIM as recently as Q4 2025.

Clearstead Advisors first reported a position in NRIM in Q2 2025 and has held it in 4 quarters since. The position peaked at $40.2K in Q4 2025. 63 funds tracked by Wall St. Rank hold NRIM as of Q2 2026.

Clearstead Advisors held 106 shares of Northrim BanCorp worth $2.94K as of Q2 2026.
Northrim BanCorp was a new Clearstead Advisors position in Q2 2026.
Northrim BanCorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2345 holding.
Clearstead Advisors first reported a position in Northrim BanCorp in Q2 2025 and has held it in 4 quarters since.
Clearstead Advisors's Northrim BanCorp position peaked at $40.2K in Q4 2025.
63 funds tracked by Wall St. Rank held Northrim BanCorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.