MWM
NRIM icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Mindset Wealth Management's NRIM Position: Q1 2026 in Review

Mindset Wealth Management held its Northrim BanCorp (NRIM) position steady in Q1 2026 at 11,252 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #140.

Mindset Wealth Management first reported a position in NRIM in Q3 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2025. 161 funds tracked by Wall St. Rank hold NRIM as of Q1 2026.

  • Mindset Wealth Management held 11,252 shares of Northrim BanCorp worth $257K as of Q1 2026.
  • Mindset Wealth Management left its Northrim BanCorp share count unchanged in Q1 2026.
  • Northrim BanCorp made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Mindset Wealth Management first reported a position in Northrim BanCorp in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Northrim BanCorp position peaked at $299K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Northrim BanCorp as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.