Jones Financial Companies
WASH icon

Jones Financial Companies’s Washington Trust Bancorp WASH Stock Holding History

Jones Financial Companies’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 		$19.8K Sell
537
-499
-48% -$16.7K ﹤0.01% 3505
2026
Q1 		$33.8K Buy
1,036
+586
+130% +$19.3K ﹤0.01% 3092
2025
Q4 		$13.3K Buy
450
+6
+1% +$171 ﹤0.01% 3106
2025
Q3 		$13K Buy
+444
New +$12.8K ﹤0.01% 2981

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 $3.38T AUM 44.17% 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

Jones Financial Companies's WASH Position: Q2 2026 in Review

Jones Financial Companies reduced its Washington Trust Bancorp (WASH) stake by 48% in Q2 2026, selling an estimated $16.7K and leaving 537 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3505.

Jones Financial Companies first reported a position in WASH in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.8K in Q1 2026. 178 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Jones Financial Companies held 537 shares of Washington Trust Bancorp worth $19.8K as of Q2 2026.
  • Jones Financial Companies sold 499 Washington Trust Bancorp shares in Q2 2026, an estimated $16.7K.
  • Washington Trust Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3505 holding.
  • Jones Financial Companies first reported a position in Washington Trust Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Washington Trust Bancorp position peaked at $33.8K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.