EverSource Wealth Advisors’s Washington Trust Bancorp WASH Stock Holding History

EverSource 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 Q2	$27K	Sell	739 -393	-35%	-$13.1K	﹤0.01%	2220
2026 Q1	$37.9K	Buy	1,132 +117	+12%	+$3.86K	﹤0.01%	2090
2025 Q4	$30K	Buy	1,015 +542	+115%	+$15.4K	﹤0.01%	2107
2025 Q3	$13.7K	Sell	473 -23	-5%	-$665	﹤0.01%	2631
2025 Q2	$14K	Buy	496 +336	+210%	+$9.36K	﹤0.01%	2574
2025 Q1	$4.94K	Buy	160 +32	+25%	+$1.01K	﹤0.01%	2498
2024 Q4	$4.01K	Buy	128 +88	+220%	+$3.05K	﹤0.01%	2446
2024 Q3	$1.29K	Hold	40	–	–	﹤0.01%	2661
2024 Q2	$1.28K	Buy	40 +20	+100%	+$519	﹤0.01%	2677
2024 Q1	$509	Buy	+20	New	+$549	﹤0.01%	2715
2023 Q4	–	Sell	-18	Closed	-$474	–	2750
2023 Q3	$474	Buy	+18	New	+$514	﹤0.01%	2384

Other funds holding WASH

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

NERM

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EverSource Wealth Advisors's WASH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Washington Trust Bancorp (WASH) stake by 35% in Q2 2026, selling an estimated $13.1K and leaving 739 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

EverSource Wealth Advisors first reported a position in WASH in Q3 2023 and has held it in 11 quarters since. The position peaked at $37.9K in Q1 2026. 50 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

EverSource Wealth Advisors held 739 shares of Washington Trust Bancorp worth $27K as of Q2 2026.
EverSource Wealth Advisors sold 393 Washington Trust Bancorp shares in Q2 2026, an estimated $13.1K.
Washington Trust Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2220 holding.
EverSource Wealth Advisors first reported a position in Washington Trust Bancorp in Q3 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Washington Trust Bancorp position peaked at $37.9K in Q1 2026.
50 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.