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
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 $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

Avion Wealth's WASH Position: Q1 2026 in Review

Avion Wealth held its Washington Trust Bancorp (WASH) position steady in Q1 2026 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Avion Wealth first reported a position in WASH in Q2 2025 and has held it in 4 quarters since. The position peaked at $5K in Q3 2025. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • Avion Wealth held 100 shares of Washington Trust Bancorp worth $3K as of Q1 2026.
  • Avion Wealth left its Washington Trust Bancorp share count unchanged in Q1 2026.
  • Washington Trust Bancorp made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #823 holding.
  • Avion Wealth first reported a position in Washington Trust Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Avion Wealth's Washington Trust Bancorp position peaked at $5K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.