Cornerstone Planning Group’s Washington Trust Bancorp WASH Stock Holding History

Cornerstone Planning 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
2026 Q2	$999	Hold	26	–	–	﹤0.01%	1500
2026 Q1	$826	Hold	26	–	–	﹤0.01%	1515
2025 Q4	$785	Sell	26 -55	-68%	-$1.56K	﹤0.01%	1399
2025 Q3	$16.2K	Buy	81 +55	+212%	+$1.59K	﹤0.01%	646
2025 Q2	$704	Hold	26	–	–	﹤0.01%	1196
2025 Q1	$717	Hold	26	–	–	﹤0.01%	1205
2024 Q4	$856	Hold	26	–	–	﹤0.01%	990
2024 Q3	$913	Hold	26	–	–	﹤0.01%	954
2024 Q2	$744	Hold	26	–	–	﹤0.01%	1009
2024 Q1	$691	Buy	+26	New	+$714	﹤0.01%	860

Other funds holding WASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Cornerstone Planning Group's WASH Position: Q2 2026 in Review

Cornerstone Planning Group held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 26 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Cornerstone Planning Group first reported a position in WASH in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.2K in Q3 2025. 179 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

Cornerstone Planning Group held 26 shares of Washington Trust Bancorp worth $999 as of Q2 2026.
Cornerstone Planning Group left its Washington Trust Bancorp share count unchanged in Q2 2026.
Washington Trust Bancorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1500 holding.
Cornerstone Planning Group first reported a position in Washington Trust Bancorp in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's Washington Trust Bancorp position peaked at $16.2K in Q3 2025.
179 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.