MINDSET WEALTH MANAGEMENT, LLC

Position in NRIM — Northrim Bancorp Inc

CIK 2044232 INDIANAPOLIS, IN

Position in NRIM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$312,130

+$54,685 QoQ

Shares Held

11,252

0.0% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#88

of 156 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $3,852,460 across 4 Banks - Regional names. NRIM ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	37,304	$1,858,485
2	FNB	Fnb Corp/Pa/	75,839	$1,447,008
3	NRIM	Northrim Bancorp Inc This page	11,252	$312,130
4	NKSH	National Bankshares Inc	6,464	$234,837

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,130	11,252	0.0%	Shares	Sole	2026-08-04
2026-03-31	$257,445	11,252	0.0%	Shares	Sole	2026-04-22
2025-12-31	$299,415	11,252	0.0%	Shares	Sole	2026-02-12
2025-09-30	$243,718	11,252	+300.0%	Shares	Sole	2025-11-14
2025-06-30	$262,340	2,813	0.0%	Shares	Sole	2025-08-11
2025-03-31	$205,967	2,813	0.0%	Shares	Sole	2025-05-15
2024-12-31	$219,245	2,813	0.0%	Shares	Sole	2025-02-11
2024-09-30	$200,341	2,813	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.