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
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 $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

Jones Financial Companies's WASH Position: Q1 2026 in Review

Jones Financial Companies increased its Washington Trust Bancorp (WASH) stake by 130% in Q1 2026, buying an estimated $19.3K and bringing the position to 1,036 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

Jones Financial Companies first reported a position in WASH in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • Jones Financial Companies held 1,036 shares of Washington Trust Bancorp worth $33.8K as of Q1 2026.
  • Jones Financial Companies bought 586 Washington Trust Bancorp shares in Q1 2026, an estimated $19.3K.
  • Washington Trust Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3092 holding.
  • Jones Financial Companies first reported a position in Washington Trust Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.