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Napatree Capital’s Washington Trust Bancorp WASH Stock Holding History

Napatree 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 		$1.9M Buy
61,606
+5,833
+10% +$185K 1.07% 22
2024
Q4 		$1.75M Buy
55,773
+1,180
+2% +$40.9K 1.03% 24
2024
Q3 		$1.76M Sell
54,593
-227
-0.4% -$6.94K 1.23% 22
2024
Q2 		$1.5M Buy
54,820
+199
+0.4% +$5.17K 1.22% 23
2024
Q1 		$1.39M Sell
54,621
-1,378
-2% -$37.8K 1.35% 19
2023
Q4 		$1.81M Buy
+55,999
New +$1.52M 1.82% 13

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
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

Napatree Capital's WASH Position: Q1 2025 in Review

Napatree Capital increased its Washington Trust Bancorp (WASH) stake by 10% in Q1 2025, buying an estimated $185K and bringing the position to 61,606 shares worth $1.9M. The position accounts for 1.07% of the portfolio, ranked #22.

Napatree Capital first reported a position in WASH in Q4 2023 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold WASH as of Q1 2025.

  • Napatree Capital held 61,606 shares of Washington Trust Bancorp worth $1.9M as of Q1 2025.
  • Napatree Capital bought 5,833 Washington Trust Bancorp shares in Q1 2025, an estimated $185K.
  • Washington Trust Bancorp made up 1.07% of Napatree Capital's portfolio in Q1 2025, its #22 holding.
  • Napatree Capital first reported a position in Washington Trust Bancorp in Q4 2023 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.