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O'Shaughnessy Asset Management’s Washington Trust Bancorp WASH Stock Holding History

O'Shaughnessy Asset 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
2025
Q2 		– Sell
-51,047
Closed -$1.58M – 2504
2025
Q1 		$1.58M Buy
51,047
+154
+0.3% +$4.88K 0.01% 791
2024
Q4 		$1.6M Buy
+50,893
New +$1.77M 0.01% 745

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

O'Shaughnessy Asset Management's WASH Position: Q2 2025 in Review

O'Shaughnessy Asset Management sold out of Washington Trust Bancorp (WASH) in Q2 2025, closing a stake of 51,047 shares — an estimated $1.58M sold.

O'Shaughnessy Asset Management first reported a position in WASH in Q4 2024 and held it in 2 quarters. The position peaked at $1.6M in Q4 2024. 156 funds tracked by Wall St. Rank hold WASH as of Q2 2025.

  • O'Shaughnessy Asset Management reported no remaining Washington Trust Bancorp position as of Q2 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 51,047 Washington Trust Bancorp shares in Q2 2025, an estimated $1.58M.
  • O'Shaughnessy Asset Management first reported a position in Washington Trust Bancorp in Q4 2024 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's Washington Trust Bancorp position peaked at $1.6M in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.