Mindset Wealth Management’s Northrim BanCorp NRIM Stock Holding History

Mindset Wealth Management’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 Q3	$273K	Hold	11,252	–	–	0.05%	152
2026 Q2	$312K	Hold	11,252	–	–	0.06%	134
2026 Q1	$257K	Hold	11,252	–	–	0.07%	140
2025 Q4	$299K	Hold	11,252	–	–	0.08%	131
2025 Q3	$244K	Hold	11,252	–	–	0.07%	147
2025 Q2	$262K	Hold	11,252	–	–	0.09%	125
2025 Q1	$206K	Hold	11,252	–	–	0.08%	137
2024 Q4	$219K	Hold	11,252	–	–	0.08%	121
2024 Q3	$200K	Buy	+11,252	New	+$184K	0.08%	120

Other funds holding NRIM

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mindset Wealth Management's NRIM Position: Q3 2026 in Review

Mindset Wealth Management held its Northrim BanCorp (NRIM) position steady in Q3 2026 at 11,252 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #152.

Mindset Wealth Management first reported a position in NRIM in Q3 2024 and has held it in 9 quarters since. The position peaked at $312K in Q2 2026. 13 funds tracked by Wall St. Rank hold NRIM as of Q3 2026.

Mindset Wealth Management held 11,252 shares of Northrim BanCorp worth $273K as of Q3 2026.
Mindset Wealth Management left its Northrim BanCorp share count unchanged in Q3 2026.
Northrim BanCorp made up 0.05% of Mindset Wealth Management's portfolio in Q3 2026, its #152 holding.
Mindset Wealth Management first reported a position in Northrim BanCorp in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Northrim BanCorp position peaked at $312K in Q2 2026.
13 funds tracked by Wall St. Rank held Northrim BanCorp as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.