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Kestra Private Wealth Services’s Washington Trust Bancorp WASH Stock Holding History

Kestra Private Wealth Services’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 		$216K Sell
6,450
-24,711
-79% -$814K ﹤0.01% 1603
2025
Q4 		$921K Sell
31,161
-5,146
-14% -$146K 0.01% 840
2025
Q3 		$1.05M Sell
36,307
-52
-0.1% -$1.5K 0.01% 758
2025
Q2 		$1.03M Buy
36,359
+187
+0.5% +$5.21K 0.01% 738
2025
Q1 		$1.12M Buy
36,172
+157
+0.4% +$4.97K 0.02% 643
2024
Q4 		$1.13M Buy
36,015
+544
+2% +$18.9K 0.02% 605
2024
Q3 		$1.14M Buy
35,471
+1,042
+3% +$31.8K 0.02% 576
2024
Q2 		$944K Buy
34,429
+1,726
+5% +$44.8K 0.02% 594
2024
Q1 		$879K Buy
32,703
+3,252
+11% +$89.3K 0.02% 591
2023
Q4 		$954K Buy
29,451
+1,477
+5% +$40.2K 0.02% 541
2023
Q3 		$737K Buy
27,974
+7,562
+37% +$216K 0.02% 544
2023
Q2 		$547K Buy
+20,412
New +$571K 0.02% 607

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

Kestra Private Wealth Services's WASH Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Washington Trust Bancorp (WASH) stake by 79% in Q1 2026, selling an estimated $814K and leaving 6,450 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Kestra Private Wealth Services first reported a position in WASH in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q3 2024. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • Kestra Private Wealth Services held 6,450 shares of Washington Trust Bancorp worth $216K as of Q1 2026.
  • Kestra Private Wealth Services sold 24,711 Washington Trust Bancorp shares in Q1 2026, an estimated $814K.
  • Washington Trust Bancorp made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1603 holding.
  • Kestra Private Wealth Services first reported a position in Washington Trust Bancorp in Q2 2023 and has held it in 12 quarters since.
  • Kestra Private Wealth Services's Washington Trust Bancorp position peaked at $1.14M in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.