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Coldstream Capital Management’s Washington Trust Bancorp WASH Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-210
Closed -$6.48K – 3338
2025
Q1 		$6.48K Buy
+210
New +$6.65K ﹤0.01% 2578

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Coldstream Capital Management's WASH Position: Q2 2025 in Review

Coldstream Capital Management sold out of Washington Trust Bancorp (WASH) in Q2 2025, closing a stake of 210 shares — an estimated $6.48K sold.

Coldstream Capital Management first reported a position in WASH in Q1 2025 and held it in 1 quarter. The position peaked at $6.48K in Q1 2025. 156 funds tracked by Wall St. Rank hold WASH as of Q2 2025.

  • Coldstream Capital Management reported no remaining Washington Trust Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 210 Washington Trust Bancorp shares in Q2 2025, an estimated $6.48K.
  • Coldstream Capital Management first reported a position in Washington Trust Bancorp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Washington Trust Bancorp position peaked at $6.48K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.