CA
WASH icon

Clearstead Advisors’s Washington Trust Bancorp WASH Stock Holding History

Clearstead 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
Q2 		$2.15K Buy
+59
New +$1.97K ﹤0.01% 2459
2026
Q1 		– Sell
-3
Closed -$89 – 2848
2025
Q4 		$89 Sell
3
-178
-98% -$5.06K ﹤0.01% 2535
2025
Q3 		$5.23K Buy
181
+10
+6% +$289 ﹤0.01% 2143
2025
Q2 		$4.84K Buy
+171
New +$4.76K ﹤0.01% 2115

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Clearstead Advisors's WASH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Washington Trust Bancorp (WASH) in Q2 2026: 59 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #2459 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WASH as recently as Q4 2025.

Clearstead Advisors first reported a position in WASH in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.23K in Q3 2025. 177 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Clearstead Advisors held 59 shares of Washington Trust Bancorp worth $2.15K as of Q2 2026.
  • Washington Trust Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Washington Trust Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2459 holding.
  • Clearstead Advisors first reported a position in Washington Trust Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Washington Trust Bancorp position peaked at $5.23K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.