Allworth Financial
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
Q2 		$50.3K Buy
1,380
+896
+185% +$30K ﹤0.01% 2477
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Allworth Financial's WASH Position: Q2 2026 in Review

Allworth Financial increased its Washington Trust Bancorp (WASH) stake by 185% in Q2 2026, buying an estimated $30K and bringing the position to 1,380 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Allworth Financial first reported a position in WASH in Q4 2021 and has held it in 16 quarters since. 178 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Allworth Financial held 1,380 shares of Washington Trust Bancorp worth $50.3K as of Q2 2026.
  • Allworth Financial bought 896 Washington Trust Bancorp shares in Q2 2026, an estimated $30K.
  • Washington Trust Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2477 holding.
  • Allworth Financial first reported a position in Washington Trust Bancorp in Q4 2021 and has held it in 16 quarters since.
  • 178 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.