Root Financial Partners
NRIM icon

Root Financial Partners’s Northrim BanCorp NRIM Stock Holding History

Root Financial Partners’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 		$1.6K Buy
+66
New +$1.74K ﹤0.01% 2739
2026
Q2 		– Sell
-42
Closed -$961 – 2219
2026
Q1 		$961 Buy
+42
New +$1.04K ﹤0.01% 2630

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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Villanova Investment Management
Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

Root Financial Partners's NRIM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Northrim BanCorp (NRIM) in Q3 2026: 66 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #2739 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NRIM as recently as Q1 2026.

Root Financial Partners first reported a position in NRIM in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold NRIM as of Q3 2026.

  • Root Financial Partners held 66 shares of Northrim BanCorp worth $1.6K as of Q3 2026.
  • Northrim BanCorp was a new Root Financial Partners position in Q3 2026.
  • Northrim BanCorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2739 holding.
  • Root Financial Partners first reported a position in Northrim BanCorp in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Northrim BanCorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.