PS
WASH icon

Principal Securities’s Washington Trust Bancorp WASH Stock Holding History

Principal Securities’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
Q4 		– Sell
-10
Closed -$289 – 3471
2025
Q3 		$289 Hold
10
– – ﹤0.01% 3614
2025
Q2 		$283 Hold
10
– – ﹤0.01% 3567
2025
Q1 		$314 Hold
10
– – ﹤0.01% 3416
2024
Q4 		$314 Hold
10
– – ﹤0.01% 3411
2024
Q3 		$322 Hold
10
– – ﹤0.01% 3333
2024
Q2 		$274 Hold
10
– – ﹤0.01% 3277
2024
Q1 		$269 Hold
10
– – ﹤0.01% 3213
2023
Q4 		$324 Buy
+10
New +$272 ﹤0.01% 3106

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DMC
Drexel Morgan & Co Radnor, Pennsylvania $682M AUM 21.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Principal Securities's WASH Position: Q4 2025 in Review

Principal Securities sold out of Washington Trust Bancorp (WASH) in Q4 2025, closing a stake of 10 shares — an estimated $289 sold.

Principal Securities first reported a position in WASH in Q4 2023 and held it in 8 quarters. The position peaked at $324 in Q4 2023. 159 funds tracked by Wall St. Rank hold WASH as of Q4 2025.

  • Principal Securities reported no remaining Washington Trust Bancorp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 10 Washington Trust Bancorp shares in Q4 2025, an estimated $289.
  • Principal Securities first reported a position in Washington Trust Bancorp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Washington Trust Bancorp position peaked at $324 in Q4 2023.
  • 159 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.