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Barry Investment Advisors’s Washington Trust Bancorp WASH Stock Holding History

Barry Investment Advisors’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 		$221K Hold
6,046
– – 0.05% 95
2026
Q1 		$202K Buy
+6,046
New +$199K 0.04% 93
2023
Q2 		– Sell
-6,045
Closed -$213K – 124
2023
Q1 		$213K Sell
6,045
-1
-0% -$42 0.07% 106
2022
Q4 		$285K Hold
6,046
– – 0.09% 93
2022
Q3 		$284K Hold
6,046
– – 0.1% 89
2022
Q2 		$296K Hold
6,046
– – 0.09% 100
2022
Q1 		$321K Hold
6,046
– – 0.09% 101
2021
Q4 		$344K Hold
6,046
– – 0.09% 92
2021
Q3 		$323K Hold
6,046
– – 0.09% 89
2021
Q2 		$314K Hold
6,046
– – 0.08% 88
2021
Q1 		$312K Sell
6,046
-2,699
-31% -$131K 0.09% 91
2020
Q4 		$396K Hold
8,745
– – 0.12% 77
2020
Q3 		$273K Hold
8,745
– – 0.09% 70
2020
Q2 		$291K Sell
8,745
-1,377
-14% -$45K 0.1% 60
2020
Q1 		$375K Hold
10,122
– – 0.19% 48
2019
Q4 		$529K Buy
+10,122
New +$520K 0.19% 45
2019
Q3 		– Sell
-4,685
Closed -$244K – 70
2019
Q2 		$244K Sell
4,685
-65
-1% -$3.3K 0.08% 60
2019
Q1 		$229K Buy
4,750
+43
+0.9% +$2.21K 0.07% 66
2018
Q4 		$224K Buy
4,707
+36
+0.8% +$1.85K 0.08% 69
2018
Q3 		$258K Buy
4,671
+33
+0.7% +$1.94K 0.09% 62
2018
Q2 		$269K Sell
4,638
-1,363
-23% -$79.3K 0.1% 60
2018
Q1 		$323K Buy
+6,001
New +$325K 0.12% 55

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

Barry Investment Advisors's WASH Position: Q2 2026 in Review

Barry Investment Advisors held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 6,046 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #95.

Barry Investment Advisors first reported a position in WASH in Q1 2018 and has held it in 22 quarters since. The position peaked at $529K in Q4 2019. 177 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Barry Investment Advisors held 6,046 shares of Washington Trust Bancorp worth $221K as of Q2 2026.
  • Barry Investment Advisors left its Washington Trust Bancorp share count unchanged in Q2 2026.
  • Washington Trust Bancorp made up 0.05% of Barry Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Barry Investment Advisors first reported a position in Washington Trust Bancorp in Q1 2018 and has held it in 22 quarters since.
  • Barry Investment Advisors's Washington Trust Bancorp position peaked at $529K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.