Physician Wealth Advisors’s Washington Trust Bancorp WASH Stock Holding History

Physician Wealth Advisors’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	$2.74K	Buy	75 +39	+108%	+$1.3K	﹤0.01%	1371
2026 Q1	$1.21K	Sell	36 -36	-50%	-$1.19K	﹤0.01%	1571
2025 Q4	$2.13K	Sell	72 -11	-13%	-$313	﹤0.01%	1266
2025 Q3	$2.4K	Buy	83 +16	+24%	+$463	﹤0.01%	1141
2025 Q2	$1.9K	Buy	+67	New	+$1.87K	﹤0.01%	1070

Other funds holding WASH

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

NERM

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's WASH Position: Q2 2026 in Review

Physician Wealth Advisors increased its Washington Trust Bancorp (WASH) stake by 108% in Q2 2026, buying an estimated $1.3K and bringing the position to 75 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Physician Wealth Advisors first reported a position in WASH in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

Physician Wealth Advisors held 75 shares of Washington Trust Bancorp worth $2.74K as of Q2 2026.
Physician Wealth Advisors bought 39 Washington Trust Bancorp shares in Q2 2026, an estimated $1.3K.
Washington Trust Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1371 holding.
Physician Wealth Advisors first reported a position in Washington Trust Bancorp in Q2 2025 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.