CIBC Private Wealth Group
WASH icon

CIBC Private Wealth Group’s Washington Trust Bancorp WASH Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-105
Closed -$2.97K – 3323
2025
Q2 		$2.97K Buy
+105
New +$2.92K ﹤0.01% 2563
2018
Q3 		– Sell
-1,500
Closed -$87K – 1728
2018
Q2 		$87K Hold
1,500
– – ﹤0.01% 1055
2018
Q1 		$81K Hold
1,500
– – ﹤0.01% 1060
2017
Q4 		$80K Buy
+1,500
New +$83.2K ﹤0.01% 1078

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC Private Wealth Group's WASH Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Washington Trust Bancorp (WASH) in Q3 2025, closing a stake of 105 shares — an estimated $2.97K sold.

CIBC Private Wealth Group first reported a position in WASH in Q4 2017 and held it in 4 quarters. The position peaked at $87K in Q2 2018. 157 funds tracked by Wall St. Rank hold WASH as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Washington Trust Bancorp position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 105 Washington Trust Bancorp shares in Q3 2025, an estimated $2.97K.
  • CIBC Private Wealth Group first reported a position in Washington Trust Bancorp in Q4 2017 and held it in 4 quarters.
  • CIBC Private Wealth Group's Washington Trust Bancorp position peaked at $87K in Q2 2018.
  • 157 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.