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Larson Financial Group’s Washington Trust Bancorp WASH Stock Holding History

Larson Financial Group’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 		$937 Buy
28
+8
+40% +$264 ﹤0.01% 3180
2025
Q4 		$591 Sell
20
-7
-26% -$199 ﹤0.01% 3090
2025
Q3 		$780 Buy
27
+13
+93% +$376 ﹤0.01% 2990
2025
Q2 		$396 Buy
+14
New +$390 ﹤0.01% 2920

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

Larson Financial Group's WASH Position: Q1 2026 in Review

Larson Financial Group increased its Washington Trust Bancorp (WASH) stake by 40% in Q1 2026, buying an estimated $264 and bringing the position to 28 shares worth $937. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Larson Financial Group first reported a position in WASH in Q2 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • Larson Financial Group held 28 shares of Washington Trust Bancorp worth $937 as of Q1 2026.
  • Larson Financial Group bought 8 Washington Trust Bancorp shares in Q1 2026, an estimated $264.
  • Washington Trust Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3180 holding.
  • Larson Financial Group first reported a position in Washington Trust Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

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