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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
Q3 		$230K Hold
6,046
– – 0.04% 90
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

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Barry Investment Advisors's WASH Position: Q3 2026 in Review

Barry Investment Advisors held its Washington Trust Bancorp (WASH) position steady in Q3 2026 at 6,046 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #90.

Barry Investment Advisors first reported a position in WASH in Q1 2018 and has held it in 23 quarters since. The position peaked at $529K in Q4 2019. 13 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

  • Barry Investment Advisors held 6,046 shares of Washington Trust Bancorp worth $230K as of Q3 2026.
  • Barry Investment Advisors left its Washington Trust Bancorp share count unchanged in Q3 2026.
  • Washington Trust Bancorp made up 0.04% of Barry Investment Advisors's portfolio in Q3 2026, its #90 holding.
  • Barry Investment Advisors first reported a position in Washington Trust Bancorp in Q1 2018 and has held it in 23 quarters since.
  • Barry Investment Advisors's Washington Trust Bancorp position peaked at $529K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.