Crestwood Advisors Group’s Washington Trust Bancorp WASH Stock Holding History

Crestwood Advisors 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	$3.44M	Hold	94,221	–	–	0.05%	186
2026 Q1	$3.15M	Hold	94,221	–	–	0.05%	184
2025 Q4	$2.78M	Sell	94,221 -2,939	-3%	-$83.6K	0.05%	186
2025 Q3	$2.81M	Hold	97,160	–	–	0.05%	179
2025 Q2	$2.75M	Buy	97,160 +2,019	+2%	+$56.2K	0.05%	177
2025 Q1	$2.94M	Hold	95,141	–	–	0.06%	170
2024 Q4	$2.98M	Sell	95,141 -262	-0.3%	-$9.09K	0.06%	157
2024 Q3	$3.07M	Hold	95,403	–	–	0.06%	153
2024 Q2	$2.61M	Hold	95,403	–	–	0.05%	152
2024 Q1	$2.56M	Hold	95,403	–	–	0.06%	153
2023 Q4	$3.09M	Hold	95,403	–	–	0.07%	143
2023 Q3	$2.51M	Buy	+95,403	New	+$2.72M	0.07%	142

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

Crestwood Advisors Group's WASH Position: Q2 2026 in Review

Crestwood Advisors Group held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 94,221 shares worth $3.44M. The position accounts for 0.05% of the portfolio, ranked #186.

Crestwood Advisors Group first reported a position in WASH in Q3 2023 and has held it in 12 quarters since. 177 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

Crestwood Advisors Group held 94,221 shares of Washington Trust Bancorp worth $3.44M as of Q2 2026.
Crestwood Advisors Group left its Washington Trust Bancorp share count unchanged in Q2 2026.
Washington Trust Bancorp made up 0.05% of Crestwood Advisors Group's portfolio in Q2 2026, its #186 holding.
Crestwood Advisors Group first reported a position in Washington Trust Bancorp in Q3 2023 and has held it in 12 quarters since.
177 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.