Summit Global Investments NRIM — NORTHRIM BANCORP INC C

Ownership history in Summit Global Investments  ·  6 quarters on record

AI Ownership Summary

Summit Global Investments reported NORTHRIM BANCORP INC C (NRIM) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows NRIM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NRIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Global Investments's position in NORTHRIM BANCORP INC C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NRIM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NRIM stock page Summit Global Investments fund profile Summit Global Investments full holdings
How Summit Global Investments held NRIM — position size vs. price
% of Fund (quarterly)    NRIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 17,262 — 0% 0.03% $479 2026-08-03 $27.25
2026 Q1 REDUCED — — — 17,262 -846 -4.7% 0.02% $395 2026-05-07 $24.50
2025 Q4 ADDED — — — 18,108 +156 +0.9% 0.03% $482K 2026-02-18 $25.13
2025 Q3 ADDED — — — 17,952 +13,464 +300.0% 0.02% $389K 2025-11-03 $21.73
2025 Q2 ADDED — — — 4,488 +58 +1.3% 0.02% $419K 2025-08-12 $21.23
2025 Q1 INITIATED — — — 4,430 — — 0.02% $324K 2025-04-07 $16.61

🏢 Other funds also holding NRIM

As of 2026 Q2 — sorted by position size

Villanova Investment Management Co LLC 1.57% CALDWELL SUTTER CAPITAL, INC. 3Y 0.48% SummerHaven Investment Management, LLC 3Y 0.45% Sunpointe, LLC 0.14% Cypress Capital Management LLC (WY) 3Y 7Y 0.1% MINDSET WEALTH MANAGEMENT, LLC 0.06% Wealth Management Associates, Inc. 0.06% NOESIS CAPITAL MANGEMENT CORP 3Y 7Y 0.03% BAILARD, INC. 3Y 7Y 0.02% Heritage Trust Co 3Y 7Y 0.02%

FAQ About Summit Global Investments and NRIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Global Investments reported owning NRIM?

Summit Global Investments reported NRIM across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported NRIM position in Summit Global Investments's portfolio?

The largest reported portfolio weight for NRIM was 0.03% in 2025 Q4.

What is the latest reported NRIM position on this page?

The most recent filing on this page is 2026 Q2, when Summit Global Investments reported 17,262 shares, equal to 0.03% of portfolio, with an estimated market value of $479.

What does the chart on this NRIM ownership page compare?

The chart compares Summit Global Investments's quarterly NRIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summit Global Investments time their NRIM position?

Based on 13F filing dates vs. subsequent NRIM price moves, Summit Global Investments correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on NRIM relative to SPY over the holding period was +5.8%.

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