IFG Advisory’s Washington Trust Bancorp WASH Stock Holding History

IFG Advisory’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	$121K	Hold	3,175	–	–	﹤0.01%	1014
2026 Q2	$116K	Buy	+3,175	New	+$106K	﹤0.01%	1031
2024 Q3	–	Sell	-7,694	Closed	-$211K	–	622
2024 Q2	$211K	Buy	+7,694	New	+$200K	0.01%	585
2024 Q1	–	Sell	-7,755	Closed	-$251K	–	587
2023 Q4	$251K	Sell	7,755 -350	-4%	-$9.5K	0.02%	507
2023 Q3	$213K	Buy	+8,105	New	+$231K	0.02%	506
2023 Q2	–	Sell	-7,878	Closed	-$273K	–	505
2023 Q1	$273K	Hold	7,878	–	–	0.03%	424
2022 Q4	$371K	Hold	7,878	–	–	0.04%	362
2022 Q3	$366K	Hold	7,878	–	–	0.03%	370
2022 Q2	$381K	Hold	7,878	–	–	0.04%	333
2022 Q1	$413K	Sell	7,878 -367	-4%	-$20.5K	0.04%	335
2021 Q4	$464K	Buy	8,245 +93	+1%	+$5.17K	0.05%	316
2021 Q3	$431K	Buy	+8,152	New	+$416K	0.05%	325

Other funds holding WASH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

IFG Advisory's WASH Position: Q3 2026 in Review

IFG Advisory held its Washington Trust Bancorp (WASH) position steady in Q3 2026 at 3,175 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

IFG Advisory first reported a position in WASH in Q3 2021 and has held it in 12 quarters since. The position peaked at $464K in Q4 2021. 73 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

IFG Advisory held 3,175 shares of Washington Trust Bancorp worth $121K as of Q3 2026.
IFG Advisory left its Washington Trust Bancorp share count unchanged in Q3 2026.
Washington Trust Bancorp made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1014 holding.
IFG Advisory first reported a position in Washington Trust Bancorp in Q3 2021 and has held it in 12 quarters since.
IFG Advisory's Washington Trust Bancorp position peaked at $464K in Q4 2021.
73 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.