GSWM
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Golden State Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Golden State Wealth Management’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 		– Sell
-14
Closed -$414 – 1736
2025
Q4 		$414 Hold
14
– – ﹤0.01% 1600
2025
Q3 		$405 Hold
14
– – ﹤0.01% 1587
2025
Q2 		$396 Buy
+14
New +$390 ﹤0.01% 1506

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

Golden State Wealth Management's WASH Position: Q1 2026 in Review

Golden State Wealth Management sold out of Washington Trust Bancorp (WASH) in Q1 2026, closing a stake of 14 shares — an estimated $414 sold.

Golden State Wealth Management first reported a position in WASH in Q2 2025 and held it in 3 quarters. The position peaked at $414 in Q4 2025. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • Golden State Wealth Management reported no remaining Washington Trust Bancorp position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 14 Washington Trust Bancorp shares in Q1 2026, an estimated $414.
  • Golden State Wealth Management first reported a position in Washington Trust Bancorp in Q2 2025 and held it in 3 quarters.
  • Golden State Wealth Management's Washington Trust Bancorp position peaked at $414 in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.