Capital Advisors Ltd’s Washington Trust Bancorp WASH Stock Holding History

Capital Advisors Ltd’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	$2K	Hold	63	–	–	﹤0.01%	1153
2026 Q1	$2K	Hold	63	–	–	﹤0.01%	1133
2025 Q4	$2K	Hold	63	–	–	﹤0.01%	1112
2025 Q3	$2K	Hold	63	–	–	﹤0.01%	1108
2025 Q2	$2K	Hold	63	–	–	﹤0.01%	1112
2025 Q1	$2K	Hold	63	–	–	﹤0.01%	1103
2024 Q4	$2K	Hold	63	–	–	﹤0.01%	1122
2024 Q3	$2K	Hold	63	–	–	﹤0.01%	1119
2024 Q2	$2K	Buy	63 +38	+152%	+$987	﹤0.01%	1097
2024 Q1	$1K	Sell	25 -19	-43%	-$522	﹤0.01%	1294
2023 Q4	$1K	Sell	44 -55	-56%	-$1.5K	﹤0.01%	1240
2023 Q3	$3K	Buy	99 +74	+296%	+$2.11K	﹤0.01%	969
2023 Q2	$1K	Buy	25 +19	+317%	+$531	﹤0.01%	1238
2023 Q1	$0	Buy	+6	New	+$253	﹤0.01%	1577

Other funds holding WASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Capital Advisors Ltd's WASH Position: Q2 2026 in Review

Capital Advisors Ltd held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 63 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Capital Advisors Ltd first reported a position in WASH in Q1 2023 and has held it in 14 quarters since. The position peaked at $3K in Q3 2023. 179 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

Capital Advisors Ltd held 63 shares of Washington Trust Bancorp worth $2K as of Q2 2026.
Capital Advisors Ltd left its Washington Trust Bancorp share count unchanged in Q2 2026.
Washington Trust Bancorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1153 holding.
Capital Advisors Ltd first reported a position in Washington Trust Bancorp in Q1 2023 and has held it in 14 quarters since.
Capital Advisors Ltd's Washington Trust Bancorp position peaked at $3K in Q3 2023.
179 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.