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Essential Partners’s Washington Trust Bancorp WASH Stock Holding History

Essential Partners’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 		$14.4K Sell
394
-993
-72% -$33.2K 0.01% 1041
2026
Q1 		$46.4K Sell
1,387
-38
-3% -$1.25K 0.02% 620
2025
Q4 		$42.1K Sell
1,425
-291
-17% -$8.28K 0.01% 657
2025
Q3 		$49.6K Buy
1,716
+511
+42% +$14.8K 0.02% 595
2025
Q2 		$34.1K Buy
+1,205
New +$33.6K 0.01% 554

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Essential Partners's WASH Position: Q2 2026 in Review

Essential Partners reduced its Washington Trust Bancorp (WASH) stake by 72% in Q2 2026, selling an estimated $33.2K and leaving 394 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #1041.

Essential Partners first reported a position in WASH in Q2 2025 and has held it in 5 quarters since. The position peaked at $49.6K in Q3 2025. 177 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Essential Partners held 394 shares of Washington Trust Bancorp worth $14.4K as of Q2 2026.
  • Essential Partners sold 993 Washington Trust Bancorp shares in Q2 2026, an estimated $33.2K.
  • Washington Trust Bancorp made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1041 holding.
  • Essential Partners first reported a position in Washington Trust Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Washington Trust Bancorp position peaked at $49.6K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.