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Lindbrook Capital’s Washington Trust Bancorp WASH Stock Holding History

Lindbrook Capital’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
2025
Q1 		$21.5K Buy
697
+13
+2% +$412 ﹤0.01% 1315
2024
Q4 		$21.4K Hold
684
– – ﹤0.01% 1252
2024
Q3 		$22K Sell
684
-114
-14% -$3.48K ﹤0.01% 1245
2024
Q2 		$21.9K Buy
798
+453
+131% +$11.8K ﹤0.01% 1197
2024
Q1 		$9.27K Buy
345
+71
+26% +$1.95K ﹤0.01% 1614
2023
Q4 		$8.87K Sell
274
-701
-72% -$19.1K ﹤0.01% 1610
2023
Q3 		$25.7K Sell
975
-368
-27% -$10.5K ﹤0.01% 950
2023
Q2 		$36K Buy
1,343
+995
+286% +$27.8K ﹤0.01% 831
2023
Q1 		$12.1K Buy
348
+324
+1,350% +$13.7K ﹤0.01% 1331
2022
Q4 		$1.13K Buy
+24
New +$1.15K ﹤0.01% 2439
2022
Q3 		– Sell
-157
Closed -$8.03K – 2933
2022
Q2 		$8K Buy
157
+142
+947% +$6.93K ﹤0.01% 1371
2022
Q1 		$1K Buy
+15
New +$838 ﹤0.01% 2396

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Lindbrook Capital's WASH Position: Q1 2025 in Review

Lindbrook Capital increased its Washington Trust Bancorp (WASH) stake by 1.9% in Q1 2025, buying an estimated $412 and bringing the position to 697 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Lindbrook Capital first reported a position in WASH in Q1 2022 and has held it in 12 quarters since. The position peaked at $36K in Q2 2023. 159 funds tracked by Wall St. Rank hold WASH as of Q1 2025.

  • Lindbrook Capital held 697 shares of Washington Trust Bancorp worth $21.5K as of Q1 2025.
  • Lindbrook Capital bought 13 Washington Trust Bancorp shares in Q1 2025, an estimated $412.
  • Washington Trust Bancorp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1315 holding.
  • Lindbrook Capital first reported a position in Washington Trust Bancorp in Q1 2022 and has held it in 12 quarters since.
  • Lindbrook Capital's Washington Trust Bancorp position peaked at $36K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.