Loring Wolcott & Coolidge Fiduciary Advisors’s Washington Trust Bancorp WASH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-539	Closed	-$14.9K	–	568
2025 Q1	$14.9K	Hold	539	–	–	﹤0.01%	458
2024 Q4	$17.7K	Hold	539	–	–	﹤0.01%	461
2024 Q3	$18.8K	Hold	539	–	–	﹤0.01%	463
2024 Q2	$16.8K	Hold	539	–	–	﹤0.01%	462
2024 Q1	$13.9K	Hold	539	–	–	﹤0.01%	480
2023 Q4	$15K	Sell	539 -200	-27%	-$5.45K	﹤0.01%	477
2023 Q3	$18.2K	Sell	739 -180	-20%	-$5.14K	﹤0.01%	490
2023 Q2	$24.6K	Hold	919	–	–	﹤0.01%	485
2023 Q1	$31.9K	Hold	919	–	–	﹤0.01%	445
2022 Q4	$43.4K	Hold	919	–	–	﹤0.01%	417
2022 Q3	$43K	Hold	919	–	–	﹤0.01%	426
2022 Q2	$44K	Hold	919	–	–	﹤0.01%	444
2022 Q1	$48K	Sell	919 -170	-16%	-$9.5K	﹤0.01%	447
2021 Q4	$61K	Hold	1,089	–	–	﹤0.01%	443
2021 Q3	$58K	Hold	1,089	–	–	﹤0.01%	448
2021 Q2	$56K	Buy	+1,089	New	+$57.4K	﹤0.01%	466
2021 Q1	–	Sell	-1,089	Closed	-$49K	–	706
2020 Q4	$49K	Hold	1,089	–	–	﹤0.01%	434
2020 Q3	$33K	Hold	1,089	–	–	﹤0.01%	434
2020 Q2	$36K	Hold	1,089	–	–	﹤0.01%	406
2020 Q1	$40K	Hold	1,089	–	–	﹤0.01%	403
2019 Q4	$59K	Hold	1,089	–	–	﹤0.01%	403
2019 Q3	$53K	Hold	1,089	–	–	﹤0.01%	403
2019 Q2	$57K	Hold	1,089	–	–	﹤0.01%	393
2019 Q1	$52K	Hold	1,089	–	–	﹤0.01%	402
2018 Q4	$52K	Hold	1,089	–	–	﹤0.01%	407
2018 Q3	$60K	Hold	1,089	–	–	﹤0.01%	408
2018 Q2	$63K	Buy	1,089 +889	+445%	+$51.7K	﹤0.01%	405
2018 Q1	$11K	Hold	200	–	–	﹤0.01%	580
2017 Q4	$11K	Hold	200	–	–	﹤0.01%	567
2017 Q3	$11K	Hold	200	–	–	﹤0.01%	558
2017 Q2	$11K	Hold	200	–	–	﹤0.01%	542
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	551
2016 Q4	$11K	Hold	200	–	–	﹤0.01%	528
2016 Q3	$8K	Hold	200	–	–	﹤0.01%	556
2016 Q2	$8K	Hold	200	–	–	﹤0.01%	563
2016 Q1	$7K	Hold	200	–	–	﹤0.01%	559
2015 Q4	$8K	Hold	200	–	–	﹤0.01%	576
2015 Q3	$8K	Hold	200	–	–	﹤0.01%	561
2015 Q2	$8K	Hold	200	–	–	﹤0.01%	561
2015 Q1	$8K	Hold	200	–	–	﹤0.01%	576
2014 Q4	$8K	Hold	200	–	–	﹤0.01%	574
2014 Q3	$7K	Hold	200	–	–	﹤0.01%	559
2014 Q2	$7K	Hold	200	–	–	﹤0.01%	578
2014 Q1	$7K	Hold	200	–	–	﹤0.01%	563
2013 Q4	$7K	Hold	200	–	–	﹤0.01%	543
2013 Q3	$6K	Hold	200	–	–	﹤0.01%	514
2013 Q2	$6K	Buy	+200	New	+$5.51K	﹤0.01%	561

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WASH Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Washington Trust Bancorp (WASH) in Q2 2025, closing a stake of 539 shares — an estimated $14.9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WASH in Q2 2013 and held it in 47 quarters. The position peaked at $63K in Q2 2018. 156 funds tracked by Wall St. Rank hold WASH as of Q2 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Washington Trust Bancorp position as of Q2 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 539 Washington Trust Bancorp shares in Q2 2025, an estimated $14.9K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Washington Trust Bancorp in Q2 2013 and held it in 47 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Washington Trust Bancorp position peaked at $63K in Q2 2018.
156 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.