Creative Planning’s Northrim BanCorp NRIM Stock Holding History

Creative Planning’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	$579K	Buy	20,861 +3,241	+18%	+$80.4K	﹤0.01%	3086
2026 Q1	$403K	Buy	17,620 +3,438	+24%	+$85.4K	﹤0.01%	3189
2025 Q4	$377K	Buy	14,182 +1,351	+11%	+$32.1K	﹤0.01%	3077
2025 Q3	$278K	Buy	12,831 +447	+4%	+$10.1K	﹤0.01%	3205
2025 Q2	$289K	Buy	12,384 +1,252	+11%	+$26K	﹤0.01%	2926
2025 Q1	$204K	Buy	11,132 +10,552	+1,819%	+$209K	﹤0.01%	3056
2024 Q4	$11.3K	Buy	+580	New	+$11.1K	﹤0.01%	3379
2023 Q4	–	Sell	-772	Closed	-$7.65K	–	2977
2023 Q3	$7.65K	Buy	+772	New	+$8.29K	﹤0.01%	2679
2015 Q2	–	Sell	-664	Closed	-$4K	–	2363
2015 Q1	$4K	Hold	664	–	–	﹤0.01%	3643
2014 Q4	$4K	Hold	664	–	–	﹤0.01%	3606
2014 Q3	$4K	Buy	+664	New	+$4.16K	﹤0.01%	3405

Other funds holding NRIM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's NRIM Position: Q2 2026 in Review

Creative Planning increased its Northrim BanCorp (NRIM) stake by 18% in Q2 2026, buying an estimated $80.4K and bringing the position to 20,861 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

Creative Planning first reported a position in NRIM in Q3 2014 and has held it in 11 quarters since. 156 funds tracked by Wall St. Rank hold NRIM as of Q2 2026.

Creative Planning held 20,861 shares of Northrim BanCorp worth $579K as of Q2 2026.
Creative Planning bought 3,241 Northrim BanCorp shares in Q2 2026, an estimated $80.4K.
Northrim BanCorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3086 holding.
Creative Planning first reported a position in Northrim BanCorp in Q3 2014 and has held it in 11 quarters since.
156 funds tracked by Wall St. Rank held Northrim BanCorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.