LPL Financial
WASH icon

LPL Financial’s Washington Trust Bancorp WASH Stock Holding History

LPL Financial’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
-13,035
Closed -$402K – 5699
2025
Q1 		$402K Sell
13,035
-5,258
-29% -$166K ﹤0.01% 4362
2024
Q4 		$573K Buy
18,293
+738
+4% +$25.6K ﹤0.01% 3974
2024
Q3 		$565K Buy
+17,555
New +$537K ﹤0.01% 3890
2022
Q1 		– Sell
-4,663
Closed -$263K – 4397
2021
Q4 		$263K Buy
+4,663
New +$259K ﹤0.01% 3780

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
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 $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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial's WASH Position: Q2 2025 in Review

LPL Financial sold out of Washington Trust Bancorp (WASH) in Q2 2025, closing a stake of 13,035 shares — an estimated $402K sold.

LPL Financial first reported a position in WASH in Q4 2021 and held it in 4 quarters. The position peaked at $573K in Q4 2024. 156 funds tracked by Wall St. Rank hold WASH as of Q2 2025.

  • LPL Financial reported no remaining Washington Trust Bancorp position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 13,035 Washington Trust Bancorp shares in Q2 2025, an estimated $402K.
  • LPL Financial first reported a position in Washington Trust Bancorp in Q4 2021 and held it in 4 quarters.
  • LPL Financial's Washington Trust Bancorp position peaked at $573K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.