Integrated Wealth Concepts’s Washington Trust Bancorp WASH Stock Holding History

Integrated Wealth Concepts’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	$121K	Buy	+3,321	New	+$111K	﹤0.01%	2665

Other funds holding WASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Integrated Wealth Concepts's WASH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Washington Trust Bancorp (WASH) in Q2 2026: 3,321 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #2665 among its holdings.

177 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

Integrated Wealth Concepts held 3,321 shares of Washington Trust Bancorp worth $121K as of Q2 2026.
Washington Trust Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Washington Trust Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2665 holding.
177 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.