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 Q3	$15.2K	Buy	400 +6	+2%	+$232	0.01%	1011
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

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's WASH Position: Q3 2026 in Review

Essential Partners increased its Washington Trust Bancorp (WASH) stake by 1.5% in Q3 2026, buying an estimated $232 and bringing the position to 400 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #1011.

Essential Partners first reported a position in WASH in Q2 2025 and has held it in 6 quarters since. The position peaked at $49.6K in Q3 2025. 14 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

Essential Partners held 400 shares of Washington Trust Bancorp worth $15.2K as of Q3 2026.
Essential Partners bought 6 Washington Trust Bancorp shares in Q3 2026, an estimated $232.
Washington Trust Bancorp made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1011 holding.
Essential Partners first reported a position in Washington Trust Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Washington Trust Bancorp position peaked at $49.6K in Q3 2025.
14 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.