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Hennion & Walsh Asset Management’s Washington Trust Bancorp WASH Stock Holding History

Hennion & Walsh Asset 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
Q3 		$410K Buy
10,787
+1,619
+18% +$62.5K 0.01% 794
2026
Q2 		$334K Buy
9,168
+740
+9% +$24.7K 0.01% 834
2026
Q1 		$282K Buy
8,428
+17
+0.2% +$560 0.01% 840
2025
Q4 		$249K Sell
8,411
-680
-7% -$19.3K 0.01% 864
2025
Q3 		$263K Sell
9,091
-155
-2% -$4.48K 0.01% 873
2025
Q2 		$261K Buy
+9,246
New +$257K 0.01% 851
2023
Q2 		– Sell
-6,358
Closed -$220K – 852
2023
Q1 		$220K Sell
6,358
-129
-2% -$5.44K 0.01% 719
2022
Q4 		$306K Sell
6,487
-104
-2% -$5K 0.02% 620
2022
Q3 		$306K Sell
6,591
-206
-3% -$10.5K 0.02% 610
2022
Q2 		$329K Buy
6,797
+598
+10% +$29.2K 0.02% 605
2022
Q1 		$325K Buy
+6,199
New +$346K 0.02% 631

Other funds holding WASH

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Hennion & Walsh Asset Management's WASH Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Washington Trust Bancorp (WASH) stake by 18% in Q3 2026, buying an estimated $62.5K and bringing the position to 10,787 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #794.

Hennion & Walsh Asset Management first reported a position in WASH in Q1 2022 and has held it in 11 quarters since. 14 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

  • Hennion & Walsh Asset Management held 10,787 shares of Washington Trust Bancorp worth $410K as of Q3 2026.
  • Hennion & Walsh Asset Management bought 1,619 Washington Trust Bancorp shares in Q3 2026, an estimated $62.5K.
  • Washington Trust Bancorp made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #794 holding.
  • Hennion & Walsh Asset Management first reported a position in Washington Trust Bancorp in Q1 2022 and has held it in 11 quarters since.
  • 14 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.