EFS
WASH icon

Essex Financial Services’s Washington Trust Bancorp WASH Stock Holding History

Essex Financial Services’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 		$229K Buy
6,289
+138
+2% +$4.61K 0.01% 747
2026
Q1 		$206K Buy
+6,151
New +$203K 0.01% 751
2025
Q2 		– Sell
-7,524
Closed -$232K – 708
2025
Q1 		$232K Buy
7,524
+158
+2% +$5K 0.02% 559
2024
Q4 		$231K Buy
7,366
+726
+11% +$25.2K 0.02% 566
2024
Q3 		$229K Buy
+6,640
New +$203K 0.02% 563
2023
Q1 		– Sell
-4,542
Closed -$214K – 508
2022
Q4 		$214K Buy
4,542
+45
+1% +$2.16K 0.02% 444
2022
Q3 		$209K Buy
4,497
+43
+1% +$2.2K 0.02% 429
2022
Q2 		$215K Sell
4,454
-159
-3% -$7.76K 0.02% 442
2022
Q1 		$242K Buy
4,613
+235
+5% +$13.1K 0.02% 423
2021
Q4 		$247K Buy
4,378
+37
+0.9% +$2.06K 0.02% 412
2021
Q3 		$230K Buy
4,341
+76
+2% +$3.88K 0.03% 409
2021
Q2 		$220K Hold
4,265
– – 0.03% 412
2021
Q1 		$220K Buy
+4,265
New +$207K 0.04% 323
2019
Q2 		– Sell
-7,002
Closed -$337K – 252
2019
Q1 		$337K Sell
7,002
-1,680
-19% -$86.3K 0.1% 163
2018
Q4 		$413K Sell
8,682
-4,389
-34% -$226K 0.13% 147
2018
Q3 		$723K Buy
13,071
+12
+0.1% +$705 0.16% 122
2018
Q2 		$759K Buy
13,059
+12
+0.1% +$698 0.18% 115
2018
Q1 		$701K Sell
13,047
-668
-5% -$36.2K 0.14% 161
2017
Q4 		$730K Sell
13,715
-2,008
-13% -$111K 0.17% 117
2017
Q3 		$900K Buy
15,723
+11
+0.1% +$572 0.22% 95
2017
Q2 		$810K Buy
15,712
+15
+0.1% +$747 0.17% 133
2017
Q1 		$774K Buy
15,697
+1,710
+12% +$91.2K 0.18% 127
2016
Q4 		$784K Buy
13,987
+436
+3% +$21.4K 0.17% 130
2016
Q3 		$545K Buy
13,551
+23
+0.2% +$923 0.13% 152
2016
Q2 		$513K Buy
13,528
+705
+5% +$26.3K 0.12% 159
2016
Q1 		$479K Buy
12,823
+23
+0.2% +$859 0.12% 174
2015
Q4 		$506K Buy
12,800
+21
+0.2% +$830 0.12% 175
2015
Q3 		$491K Buy
12,779
+701
+6% +$27.5K 0.13% 170
2015
Q2 		$477K Sell
12,078
-1,279
-10% -$48.6K 0.12% 186
2015
Q1 		$510K Buy
13,357
+20
+0.1% +$759 0.13% 180
2014
Q4 		$536K Buy
13,337
+22
+0.2% +$812 0.14% 166
2014
Q3 		$439K Buy
13,315
+18
+0.1% +$626 0.13% 177
2014
Q2 		$489K Buy
13,297
+2,619
+25% +$92.6K 0.15% 166
2014
Q1 		$400K Buy
10,678
+17
+0.2% +$599 0.13% 176
2013
Q4 		$397K Buy
10,661
+19
+0.2% +$651 0.13% 162
2013
Q3 		$334 Sell
10,642
-165
-2% -$5.16K 0.1% 180
2013
Q2 		$308K Buy
+10,807
New +$298K 0.11% 187

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Essex Financial Services's WASH Position: Q2 2026 in Review

Essex Financial Services increased its Washington Trust Bancorp (WASH) stake by 2.2% in Q2 2026, buying an estimated $4.61K and bringing the position to 6,289 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #747.

Essex Financial Services first reported a position in WASH in Q2 2013 and has held it in 37 quarters since. The position peaked at $900K in Q3 2017. 99 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Essex Financial Services held 6,289 shares of Washington Trust Bancorp worth $229K as of Q2 2026.
  • Essex Financial Services bought 138 Washington Trust Bancorp shares in Q2 2026, an estimated $4.61K.
  • Washington Trust Bancorp made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #747 holding.
  • Essex Financial Services first reported a position in Washington Trust Bancorp in Q2 2013 and has held it in 37 quarters since.
  • Essex Financial Services's Washington Trust Bancorp position peaked at $900K in Q3 2017.
  • 99 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.