AW
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Avion Wealth’s Washington Trust Bancorp WASH Stock Holding History

Avion Wealth’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 		– Sell
-100
Closed -$3K – 1773
2026
Q1 		$3K Hold
100
– – ﹤0.01% 823
2025
Q4 		$2K Sell
100
-100
-50% -$2.84K ﹤0.01% 941
2025
Q3 		$5K Buy
200
+100
+100% +$2.89K ﹤0.01% 672
2025
Q2 		$2K Buy
+100
New +$2.78K ﹤0.01% 869

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 $3.37T AUM 44.26% 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

Avion Wealth's WASH Position: Q2 2026 in Review

Avion Wealth sold out of Washington Trust Bancorp (WASH) in Q2 2026, closing a stake of 100 shares — an estimated $3K sold.

Avion Wealth first reported a position in WASH in Q2 2025 and held it in 4 quarters. The position peaked at $5K in Q3 2025. 179 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Avion Wealth reported no remaining Washington Trust Bancorp position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 100 Washington Trust Bancorp shares in Q2 2026, an estimated $3K.
  • Avion Wealth first reported a position in Washington Trust Bancorp in Q2 2025 and held it in 4 quarters.
  • Avion Wealth's Washington Trust Bancorp position peaked at $5K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.