Mackenzie Financial
WASH icon

Mackenzie Financial’s Washington Trust Bancorp WASH Stock Holding History

Mackenzie 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
2026
Q2 		– Sell
-102,755
Closed -$3.44M – 1696
2026
Q1 		$3.44M Buy
102,755
+95,267
+1,272% +$3.14M ﹤0.01% 796
2025
Q4 		$222K Buy
+7,488
New +$213K ﹤0.01% 1503

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mackenzie Financial's WASH Position: Q2 2026 in Review

Mackenzie Financial sold out of Washington Trust Bancorp (WASH) in Q2 2026, closing a stake of 102,755 shares — an estimated $3.44M sold.

Mackenzie Financial first reported a position in WASH in Q4 2025 and held it in 2 quarters. The position peaked at $3.44M in Q1 2026. 178 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Mackenzie Financial reported no remaining Washington Trust Bancorp position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 102,755 Washington Trust Bancorp shares in Q2 2026, an estimated $3.44M.
  • Mackenzie Financial first reported a position in Washington Trust Bancorp in Q4 2025 and held it in 2 quarters.
  • Mackenzie Financial's Washington Trust Bancorp position peaked at $3.44M in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.