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Wealth Management Associates’s Northrim BanCorp NRIM Stock Holding History

Wealth Management Associates’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 		$214K Buy
+7,700
New +$191K 0.06% 238
2023
Q1 		– Sell
-15,000
Closed -$205K – 199
2022
Q4 		$205K Buy
+15,000
New +$189K 0.14% 175

Other funds holding NRIM

SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Management Associates's NRIM Position: Q2 2026 in Review

Wealth Management Associates opened a new position in Northrim BanCorp (NRIM) in Q2 2026: 7,700 shares worth $214K. The stake represents 0.06% of the portfolio and ranks #238 among its holdings. This is a return to the name: Wealth Management Associates previously reported a position in NRIM as recently as Q4 2022.

Wealth Management Associates first reported a position in NRIM in Q4 2022 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold NRIM as of Q2 2026.

  • Wealth Management Associates held 7,700 shares of Northrim BanCorp worth $214K as of Q2 2026.
  • Northrim BanCorp was a new Wealth Management Associates position in Q2 2026.
  • Northrim BanCorp made up 0.06% of Wealth Management Associates's portfolio in Q2 2026, its #238 holding.
  • Wealth Management Associates first reported a position in Northrim BanCorp in Q4 2022 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Northrim BanCorp as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.