Brown, Lisle/Cummings
WASH icon

Brown, Lisle/Cummings’s Washington Trust Bancorp WASH Stock Holding History

Brown, Lisle/Cummings’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 		$1.91M Sell
50,312
-2,453
-5% -$94.7K 0.42% 58
2026
Q2 		$1.92M Buy
52,765
+5,667
+12% +$189K 0.43% 57
2026
Q1 		$1.58M Buy
47,098
+620
+1% +$20.4K 0.39% 64
2025
Q4 		$1.37M Buy
46,478
+5,571
+14% +$158K 0.34% 71
2025
Q3 		$1.18M Buy
40,907
+7,469
+22% +$216K 0.3% 82
2025
Q2 		$946K Buy
33,438
+2,839
+9% +$79K 0.25% 89
2025
Q1 		$944K Buy
30,599
+1,962
+7% +$62.1K 0.27% 86
2024
Q4 		$898K Buy
28,637
+1,256
+5% +$43.6K 0.27% 89
2024
Q3 		$882K Buy
27,381
+3,362
+14% +$103K 0.27% 89
2024
Q2 		$658K Buy
24,019
+5,774
+32% +$150K 0.21% 104
2024
Q1 		$490K Buy
18,245
+3,300
+22% +$90.6K 0.17% 132
2023
Q4 		$484K Buy
14,945
+7,250
+94% +$197K 0.18% 125
2023
Q3 		$203K Buy
7,695
+375
+5% +$10.7K 0.09% 180
2023
Q2 		$196K Buy
7,320
+4,745
+184% +$133K 0.09% 181
2023
Q1 		$89.2K Buy
2,575
+400
+18% +$16.9K 0.05% 225
2022
Q4 		$103K Hold
2,175
– – 0.06% 206
2022
Q3 		$101K Hold
2,175
– – 0.06% 205
2022
Q2 		$105K Hold
2,175
– – 0.06% 201
2022
Q1 		$114K Sell
2,175
-405
-16% -$22.6K 0.05% 203
2021
Q4 		$145K Buy
+2,580
New +$143K 0.07% 186

Other funds holding WASH

Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $259M AUM 15.73% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Colton Groome Financial Advisors
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Brown, Lisle/Cummings's WASH Position: Q3 2026 in Review

Brown, Lisle/Cummings reduced its Washington Trust Bancorp (WASH) stake by 4.6% in Q3 2026, selling an estimated $94.7K and leaving 50,312 shares worth $1.91M. The position accounts for 0.42% of the portfolio, ranked #58.

Brown, Lisle/Cummings first reported a position in WASH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q2 2026. 33 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

  • Brown, Lisle/Cummings held 50,312 shares of Washington Trust Bancorp worth $1.91M as of Q3 2026.
  • Brown, Lisle/Cummings sold 2,453 Washington Trust Bancorp shares in Q3 2026, an estimated $94.7K.
  • Washington Trust Bancorp made up 0.42% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #58 holding.
  • Brown, Lisle/Cummings first reported a position in Washington Trust Bancorp in Q4 2021 and has held it in 20 quarters since.
  • Brown, Lisle/Cummings's Washington Trust Bancorp position peaked at $1.92M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.