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WASH icon

Allworth Financial’s Washington Trust Bancorp WASH Stock Holding History

Allworth Financial’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2K Buy
484
+141
+41% +$4.65K ﹤0.01% 3148
2025
Q4 		$10.1K Buy
343
+10
+3% +$284 ﹤0.01% 3260
2025
Q3 		$9.62K Buy
333
+139
+72% +$4.02K ﹤0.01% 3157
2025
Q2 		$5.49K Buy
194
+78
+67% +$2.17K ﹤0.01% 3210
2025
Q1 		$3.25K Hold
116
– – ﹤0.01% 3004
2024
Q4 		$3.75K Sell
116
-7
-6% -$243 ﹤0.01% 2884
2024
Q3 		$3.96K Buy
123
+28
+29% +$856 ﹤0.01% 2673
2024
Q2 		$2.94K Buy
95
+76
+400% +$1.97K ﹤0.01% 2753
2024
Q1 		$511 Sell
19
-130
-87% -$3.57K ﹤0.01% 3286
2023
Q4 		$4.83K Sell
149
-559
-79% -$15.2K ﹤0.01% 2289
2023
Q3 		$18.6K Sell
708
-239
-25% -$6.82K ﹤0.01% 1565
2023
Q2 		$25.4K Buy
947
+376
+66% +$10.5K ﹤0.01% 1395
2023
Q1 		$19.8K Buy
+571
New +$24.1K ﹤0.01% 1457
2022
Q4 		– Sell
-24
Closed -$1K – 3217
2022
Q3 		$1K Buy
+24
New +$1.23K ﹤0.01% 2540
2022
Q1 		– Sell
-6
Closed – – 2409
2021
Q4 		$0 Buy
+6
New +$334 ﹤0.01% 2136

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DMC
Drexel Morgan & Co Radnor, Pennsylvania $682M AUM 21.01% 1-Year Est. Return

Allworth Financial's WASH Position: Q1 2026 in Review

Allworth Financial increased its Washington Trust Bancorp (WASH) stake by 41% in Q1 2026, buying an estimated $4.65K and bringing the position to 484 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3148.

Allworth Financial first reported a position in WASH in Q4 2021 and has held it in 15 quarters since. The position peaked at $25.4K in Q2 2023. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • Allworth Financial held 484 shares of Washington Trust Bancorp worth $16.2K as of Q1 2026.
  • Allworth Financial bought 141 Washington Trust Bancorp shares in Q1 2026, an estimated $4.65K.
  • Washington Trust Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3148 holding.
  • Allworth Financial first reported a position in Washington Trust Bancorp in Q4 2021 and has held it in 15 quarters since.
  • Allworth Financial's Washington Trust Bancorp position peaked at $25.4K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.