NERM
WASH icon

New England Research & Management’s Washington Trust Bancorp WASH Stock Holding History

New England Research & Management’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 		$1.08M Hold
29,700
– – 0.42% 71
2026
Q1 		$994K Hold
29,700
– – 0.42% 69
2025
Q4 		$878K Sell
29,700
-6,479
-18% -$184K 0.38% 78
2025
Q3 		$1.05M Sell
36,179
-3,050
-8% -$88.2K 0.48% 72
2025
Q2 		$1.11M Hold
39,229
– – 0.53% 67
2025
Q1 		$1.21M Sell
39,229
-845
-2% -$26.8K 0.62% 55
2024
Q4 		$1.26M Sell
40,074
-50
-0.1% -$1.73K 0.64% 54
2024
Q3 		$1.29M Sell
40,124
-50
-0.1% -$1.53K 0.61% 61
2024
Q2 		$1.1M Sell
40,174
-50
-0.1% -$1.3K 0.53% 64
2024
Q1 		$1.08M Hold
40,224
– – 0.53% 62
2023
Q4 		$1.3M Hold
40,224
– – 0.69% 52
2023
Q3 		$1.06M Sell
40,224
-1,845
-4% -$52.7K 0.6% 63
2023
Q2 		$1.13M Sell
42,069
-770
-2% -$21.5K 0.65% 63
2023
Q1 		$1.49M Sell
42,839
-115
-0.3% -$4.85K 0.87% 37
2022
Q4 		$2.03M Sell
42,954
-500
-1% -$24K 1.16% 25
2022
Q3 		$2.02M Buy
43,454
+400
+0.9% +$20.4K 1.27% 22
2022
Q2 		$2.08M Sell
43,054
-50
-0.1% -$2.44K 1.21% 24
2022
Q1 		$2.26M Hold
43,104
– – 1.17% 22
2021
Q4 		$2.43M Sell
43,104
-100
-0.2% -$5.56K 1.18% 21
2021
Q3 		$2.29M Hold
43,204
– – 1.2% 20
2021
Q2 		$2.22M Sell
43,204
-76
-0.2% -$4K 1.15% 18
2021
Q1 		$2.23M Sell
43,280
-1,100
-2% -$53.3K 1.23% 21
2020
Q4 		$1.99M Sell
44,380
-20,925
-32% -$808K 1.23% 21
2020
Q3 		$2M Sell
65,305
-150
-0.2% -$4.94K 1.45% 17
2020
Q2 		$2.14M Sell
65,455
-5,593
-8% -$183K 1.53% 15
2020
Q1 		$2.6M Hold
71,048
– – 2.22% 7
2019
Q4 		$3.82M Sell
71,048
-150
-0.2% -$7.71K 2.56% 4
2019
Q3 		$3.44M Sell
71,198
-974
-1% -$47.6K 2.49% 4
2019
Q2 		$3.77M Hold
72,172
– – 2.56% 4
2019
Q1 		$3.48M Sell
72,172
-250
-0.3% -$12.8K 2.35% 4
2018
Q4 		$3.44M Sell
72,422
-882
-1% -$45.3K 2.71% 3
2018
Q3 		$4.05M Sell
73,304
-884
-1% -$51.9K 2.64% 4
2018
Q2 		$4.31M Sell
74,188
-1,050
-1% -$61.1K 2.85% 3
2018
Q1 		$4.04M Buy
75,238
+979
+1% +$53.1K 2.71% 3
2017
Q4 		$3.95M Buy
74,259
+400
+0.5% +$22.2K 2.83% 3
2017
Q3 		$4.23M Buy
73,859
+1,050
+1% +$54.6K 3.1% 3
2017
Q2 		$3.75M Buy
72,809
+4,550
+7% +$227K 2.78% 3
2017
Q1 		$3.37M Buy
68,259
+766
+1% +$40.9K 2.59% 3
2016
Q4 		$3.78M Buy
67,493
+4,400
+7% +$216K 2.97% 3
2016
Q3 		$2.54M Sell
63,093
-1,000
-2% -$40.1K 2.13% 6
2016
Q2 		$2.43M Sell
64,093
-125
-0.2% -$4.66K 2.09% 6
2016
Q1 		$2.4M Buy
64,218
+3,475
+6% +$130K 2.04% 6
2015
Q4 		$2.4M Buy
+60,743
New +$2.4M 2.08% 5

Other funds holding WASH

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

New England Research & Management's WASH Position: Q2 2026 in Review

New England Research & Management held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 29,700 shares worth $1.08M. The position accounts for 0.42% of the portfolio, ranked #71.

New England Research & Management first reported a position in WASH in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.31M in Q2 2018. 13 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • New England Research & Management held 29,700 shares of Washington Trust Bancorp worth $1.08M as of Q2 2026.
  • New England Research & Management left its Washington Trust Bancorp share count unchanged in Q2 2026.
  • Washington Trust Bancorp made up 0.42% of New England Research & Management's portfolio in Q2 2026, its #71 holding.
  • New England Research & Management first reported a position in Washington Trust Bancorp in Q4 2015 and has held it in 43 quarters since.
  • New England Research & Management's Washington Trust Bancorp position peaked at $4.31M in Q2 2018.
  • 13 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.