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

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

NERM

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 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. 13 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.
13 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.