Wealth Management Associates, Inc.
Position in NRIM — Northrim Bancorp Inc
CIK 2067339
Cherry Hill, NJ
Position in NRIM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$213,598
+$8,961 QoQ
Shares Held
7,700
-48.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#105
of 156 holders
Holding Since
Dec 2022
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NRIM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealth Management Associates, Inc. holds $1,516,539 across 3 Banks - Regional names. NRIM ranks #3 (14.1% of the industry book) .
All Filings in NRIM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,598 | 7,700 | Shares | Sole | 2026-07-21 | |
| 2022-12-31 | $204,637 | 3,750 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||