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 Q3	–	Sell	-26	Closed	-$999	–	1692
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

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

NERM

New England Research & Management Chicago, Illinois $259M AUM 15.73% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MAM

Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Cornerstone Planning Group's WASH Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Washington Trust Bancorp (WASH) in Q3 2026, closing a stake of 26 shares — an estimated $999 sold.

Cornerstone Planning Group first reported a position in WASH in Q1 2024 and held it in 10 quarters. The position peaked at $16.2K in Q3 2025. 30 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

Cornerstone Planning Group reported no remaining Washington Trust Bancorp position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 26 Washington Trust Bancorp shares in Q3 2026, an estimated $999.
Cornerstone Planning Group first reported a position in Washington Trust Bancorp in Q1 2024 and held it in 10 quarters.
Cornerstone Planning Group's Washington Trust Bancorp position peaked at $16.2K in Q3 2025.
30 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.