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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
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 $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

IFP Advisors's WASH Position: Q1 2026 in Review

IFP Advisors held its Washington Trust Bancorp (WASH) position steady in Q1 2026 at 40 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4102.

IFP Advisors first reported a position in WASH in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.89K in Q3 2025. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • IFP Advisors held 40 shares of Washington Trust Bancorp worth $1.34K as of Q1 2026.
  • IFP Advisors left its Washington Trust Bancorp share count unchanged in Q1 2026.
  • Washington Trust Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4102 holding.
  • IFP Advisors first reported a position in Washington Trust Bancorp in Q4 2024 and has held it in 5 quarters since.
  • IFP Advisors's Washington Trust Bancorp position peaked at $2.89K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.