Position in NRIM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$205,497
New position
Shares Held
7,408
first reported quarter
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#107
of 156 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Heritage Trust Co holds $17,071,050 across 8 Banks - Regional names. NRIM ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
101,350 | $6,121,540 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,279 | $5,239,315 | |
| 3 | TFC |
Truist Financial Corp
|
69,473 | $3,461,144 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
12,907 | $745,379 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
245 | $509,792 | |
| 6 | BANF |
Bancfirst Corp /Ok/
|
3,885 | $431,740 | |
| 7 | BOKF |
Bok Financial Corp
|
2,568 | $356,643 | |
| 8 | NRIM |
Northrim Bancorp Inc
This page
|
7,408 | $205,497 |
All Filings in NRIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,497 | 7,408 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||