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WASH icon

Covestor’s Washington Trust Bancorp WASH Stock Holding History

Covestor’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
Q3 		– Sell
-2
Closed – – 2830
2025
Q2 		$0 Sell
2
-17
-89% -$473 ﹤0.01% 2806
2025
Q1 		$1K Buy
19
+3
+19% +$95 ﹤0.01% 2126
2024
Q4 		$1K Buy
16
+2
+14% +$69 ﹤0.01% 2155
2024
Q3 		$0 Sell
14
-7
-33% -$214 ﹤0.01% 2826
2024
Q2 		$1K Buy
21
+19
+950% +$493 ﹤0.01% 2149
2024
Q1 		$0 Sell
2
-8
-80% -$220 ﹤0.01% 2799
2023
Q4 		$0 Sell
10
-20
-67% -$544 ﹤0.01% 2775
2023
Q3 		$1K Buy
30
+16
+114% +$457 ﹤0.01% 2023
2023
Q2 		$0 Buy
14
+2
+17% +$56 ﹤0.01% 2708
2023
Q1 		$0 Buy
12
+1
+9% +$42 ﹤0.01% 2644
2022
Q4 		$1K Hold
11
– – ﹤0.01% 1959
2022
Q3 		$1K Buy
11
+9
+450% +$460 ﹤0.01% 1873
2022
Q2 		$0 Hold
2
– – ﹤0.01% 2412
2022
Q1 		$0 Hold
2
– – ﹤0.01% 2468
2021
Q4 		$0 Buy
+2
New +$111 ﹤0.01% 2318

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

Covestor's WASH Position: Q3 2025 in Review

Covestor sold out of Washington Trust Bancorp (WASH) in Q3 2025, closing a stake of 2 shares.

Covestor first reported a position in WASH in Q4 2021 and held it in 15 quarters. The position peaked at $1K in Q1 2025. 157 funds tracked by Wall St. Rank hold WASH as of Q3 2025.

  • Covestor reported no remaining Washington Trust Bancorp position as of Q3 2025 after selling out during the quarter.
  • Covestor sold 2 Washington Trust Bancorp shares in Q3 2025.
  • Covestor first reported a position in Washington Trust Bancorp in Q4 2021 and held it in 15 quarters.
  • Covestor's Washington Trust Bancorp position peaked at $1K in Q1 2025.
  • 157 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.