EWA
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EP Wealth Advisors’s Washington Trust Bancorp WASH Stock Holding History

EP Wealth Advisors’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 		$563K Buy
16,814
+433
+3% +$14.3K ﹤0.01% 854
2025
Q4 		$484K Buy
+16,381
New +$466K ﹤0.01% 895
2025
Q2 		$443K Sell
15,675
-120
-0.8% -$3.34K ﹤0.01% 829
2025
Q1 		$487K Buy
15,795
+7,808
+98% +$247K ﹤0.01% 715
2024
Q4 		$250K Hold
7,987
– – ﹤0.01% 952
2024
Q3 		$257K Hold
7,987
– – ﹤0.01% 927
2024
Q2 		$219K Sell
7,987
-6
-0.1% -$156 ﹤0.01% 737
2024
Q1 		$215K Buy
7,993
+6
+0.1% +$165 ﹤0.01% 716
2023
Q4 		$259K Buy
+7,987
New +$217K ﹤0.01% 663
2023
Q3 		– Sell
-308,217
Closed -$214K – 779
2023
Q2 		$214K Buy
+308,217
New +$8.62M ﹤0.01% 643

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

EP Wealth Advisors's WASH Position: Q1 2026 in Review

EP Wealth Advisors increased its Washington Trust Bancorp (WASH) stake by 2.6% in Q1 2026, buying an estimated $14.3K and bringing the position to 16,814 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

EP Wealth Advisors first reported a position in WASH in Q2 2023 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • EP Wealth Advisors held 16,814 shares of Washington Trust Bancorp worth $563K as of Q1 2026.
  • EP Wealth Advisors bought 433 Washington Trust Bancorp shares in Q1 2026, an estimated $14.3K.
  • Washington Trust Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #854 holding.
  • EP Wealth Advisors first reported a position in Washington Trust Bancorp in Q2 2023 and has held it in 10 quarters since.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.