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Colton Groome Financial Advisors’s Washington Trust Bancorp WASH Stock Holding History

Colton Groome Financial 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
Q3 		$281K Hold
7,390
– – 0.07% 127
2026
Q2 		$270K Buy
+7,390
New +$247K 0.07% 139

Other funds holding WASH

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Colton Groome Financial Advisors's WASH Position: Q3 2026 in Review

Colton Groome Financial Advisors held its Washington Trust Bancorp (WASH) position steady in Q3 2026 at 7,390 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #127.

Colton Groome Financial Advisors first reported a position in WASH in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

  • Colton Groome Financial Advisors held 7,390 shares of Washington Trust Bancorp worth $281K as of Q3 2026.
  • Colton Groome Financial Advisors left its Washington Trust Bancorp share count unchanged in Q3 2026.
  • Washington Trust Bancorp made up 0.07% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #127 holding.
  • Colton Groome Financial Advisors first reported a position in Washington Trust Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.