Creative Planning
WASH icon

Creative Planning’s Washington Trust Bancorp WASH Stock Holding History

Creative Planning’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
Q1 		$1.93M Buy
57,660
+4,898
+9% +$161K ﹤0.01% 1915
2025
Q4 		$1.56M Buy
52,762
+923
+2% +$26.3K ﹤0.01% 1922
2025
Q3 		$1.5M Buy
51,839
+7,614
+17% +$220K ﹤0.01% 1766
2025
Q2 		$1.25M Sell
44,225
-21,616
-33% -$602K ﹤0.01% 1672
2025
Q1 		$2.03M Buy
65,841
+1,486
+2% +$47K ﹤0.01% 1160
2024
Q4 		$2.02M Buy
64,355
+323
+0.5% +$11.2K ﹤0.01% 1129
2024
Q3 		$2.06M Buy
64,032
+13,726
+27% +$420K ﹤0.01% 1041
2024
Q2 		$1.38M Buy
50,306
+9,708
+24% +$252K ﹤0.01% 1196
2024
Q1 		$1.09M Buy
40,598
+9,706
+31% +$266K ﹤0.01% 1283
2023
Q4 		$1M Buy
30,892
+14,829
+92% +$404K ﹤0.01% 1229
2023
Q3 		$423K Buy
16,063
+4,648
+41% +$133K ﹤0.01% 1672
2023
Q2 		$306K Buy
11,415
+2,695
+31% +$75.4K ﹤0.01% 1903
2023
Q1 		$302K Buy
+8,720
New +$368K ﹤0.01% 1818
2017
Q3 		– Sell
-507
Closed -$26K – 3694
2017
Q2 		$26K Buy
507
+300
+145% +$14.9K ﹤0.01% 3002
2017
Q1 		$10K Hold
207
– – ﹤0.01% 3607
2016
Q4 		$12K Hold
207
– – ﹤0.01% 3441
2016
Q3 		$8K Hold
207
– – ﹤0.01% 3670
2016
Q2 		$8K Hold
207
– – ﹤0.01% 3406
2016
Q1 		$8K Hold
207
– – ﹤0.01% 3352
2015
Q4 		$8K Hold
207
– – ﹤0.01% 3443
2015
Q3 		$8K Buy
+207
New +$8.12K ﹤0.01% 3369
2015
Q2 		– Sell
-207
Closed -$8K – 3005
2015
Q1 		$8K Buy
+207
New +$7.85K ﹤0.01% 3336

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DMC
Drexel Morgan & Co Radnor, Pennsylvania $682M AUM 21.01% 1-Year Est. Return

Creative Planning's WASH Position: Q1 2026 in Review

Creative Planning increased its Washington Trust Bancorp (WASH) stake by 9.3% in Q1 2026, buying an estimated $161K and bringing the position to 57,660 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Creative Planning first reported a position in WASH in Q1 2015 and has held it in 22 quarters since. The position peaked at $2.06M in Q3 2024. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • Creative Planning held 57,660 shares of Washington Trust Bancorp worth $1.93M as of Q1 2026.
  • Creative Planning bought 4,898 Washington Trust Bancorp shares in Q1 2026, an estimated $161K.
  • Washington Trust Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1915 holding.
  • Creative Planning first reported a position in Washington Trust Bancorp in Q1 2015 and has held it in 22 quarters since.
  • Creative Planning's Washington Trust Bancorp position peaked at $2.06M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.