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IFP Advisors’s Washington Trust Bancorp WASH Stock Holding History

IFP 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 		$13.2K Buy
363
+323
+808% +$10.8K ﹤0.01% 3221
2026
Q1 		$1.34K Hold
40
– – ﹤0.01% 4102
2025
Q4 		$1.18K Sell
40
-60
-60% -$1.71K ﹤0.01% 4017
2025
Q3 		$2.89K Buy
100
+32
+47% +$926 ﹤0.01% 3541
2025
Q2 		$1.92K Buy
+68
New +$1.89K ﹤0.01% 3919
2025
Q1 		– Sell
-13
Closed -$408 – 4655
2024
Q4 		$408 Buy
+13
New +$451 ﹤0.01% 3474

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

IFP Advisors's WASH Position: Q2 2026 in Review

IFP Advisors increased its Washington Trust Bancorp (WASH) stake by 808% in Q2 2026, buying an estimated $10.8K and bringing the position to 363 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3221.

IFP Advisors first reported a position in WASH in Q4 2024 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • IFP Advisors held 363 shares of Washington Trust Bancorp worth $13.2K as of Q2 2026.
  • IFP Advisors bought 323 Washington Trust Bancorp shares in Q2 2026, an estimated $10.8K.
  • Washington Trust Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3221 holding.
  • IFP Advisors first reported a position in Washington Trust Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.