JWM
WASH icon

JPL Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

JPL Wealth Management’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 		$37 Hold
1
– – ﹤0.01% 1751
2026
Q1 		$34 Buy
+1
New +$33 ﹤0.01% 1521

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

JPL Wealth Management's WASH Position: Q2 2026 in Review

JPL Wealth Management held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

JPL Wealth Management first reported a position in WASH in Q1 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • JPL Wealth Management held 1 share of Washington Trust Bancorp worth $37 as of Q2 2026.
  • JPL Wealth Management left its Washington Trust Bancorp share count unchanged in Q2 2026.
  • Washington Trust Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1751 holding.
  • JPL Wealth Management first reported a position in Washington Trust Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.