CWM
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Connecticut Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Connecticut Wealth 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
2026
Q3 		$251K Hold
6,615
– – 0.01% 310
2026
Q2 		$241K Hold
6,615
– – 0.01% 315
2026
Q1 		$221K Buy
+6,615
New +$218K 0.01% 316
2025
Q2 		– Sell
-6,615
Closed -$204K – 320
2025
Q1 		$204K Hold
6,615
– – 0.01% 296
2024
Q4 		$207K Hold
6,615
– – 0.01% 260
2024
Q3 		$213K Buy
+6,615
New +$202K 0.01% 310
2024
Q1 		– Sell
-6,615
Closed -$214K – 333
2023
Q4 		$214K Sell
6,615
-1,428
-18% -$38.9K 0.01% 306
2023
Q3 		$212K Hold
8,043
– – 0.01% 280
2023
Q2 		$216K Sell
8,043
-11
-0.1% -$308 0.02% 244
2023
Q1 		$279K Hold
8,054
– – 0.02% 205
2022
Q4 		$380K Buy
8,054
+1,439
+22% +$69.2K 0.03% 136
2022
Q3 		$307K Hold
6,615
– – 0.03% 144
2022
Q2 		$320K Hold
6,615
– – 0.03% 142
2022
Q1 		$347K Hold
6,615
– – 0.03% 142
2021
Q4 		$373K Hold
6,615
– – 0.03% 140
2021
Q3 		$350K Hold
6,615
– – 0.03% 142
2021
Q2 		$340K Hold
6,615
– – 0.03% 138
2021
Q1 		$342K Hold
6,615
– – 0.03% 120
2020
Q4 		$296K Hold
6,615
– – 0.03% 153
2020
Q3 		$203K Hold
6,615
– – 0.02% 196
2020
Q2 		$217K Hold
6,615
– – 0.03% 135
2020
Q1 		$242K Buy
6,615
+63
+1% +$2.85K 0.04% 129
2019
Q4 		$352K Buy
+6,552
New +$337K 0.04% 127

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
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Connecticut Wealth Management's WASH Position: Q3 2026 in Review

Connecticut Wealth Management held its Washington Trust Bancorp (WASH) position steady in Q3 2026 at 6,615 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #310.

Connecticut Wealth Management first reported a position in WASH in Q4 2019 and has held it in 23 quarters since. The position peaked at $380K in Q4 2022. 14 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

  • Connecticut Wealth Management held 6,615 shares of Washington Trust Bancorp worth $251K as of Q3 2026.
  • Connecticut Wealth Management left its Washington Trust Bancorp share count unchanged in Q3 2026.
  • Washington Trust Bancorp made up 0.01% of Connecticut Wealth Management's portfolio in Q3 2026, its #310 holding.
  • Connecticut Wealth Management first reported a position in Washington Trust Bancorp in Q4 2019 and has held it in 23 quarters since.
  • Connecticut Wealth Management's Washington Trust Bancorp position peaked at $380K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.