Principle Wealth Partners’s Washington Trust Bancorp WASH Stock Holding History

Principle Wealth Partners’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	$419K	Hold	11,494	–	–	0.02%	282
2026 Q1	$385K	Hold	11,494	–	–	0.02%	284
2025 Q4	$340K	Hold	11,494	–	–	0.02%	295
2025 Q3	$332K	Sell	11,494 -40	-0.3%	-$1.16K	0.02%	291
2025 Q2	$326K	Hold	11,534	–	–	0.02%	288
2025 Q1	$356K	Hold	11,534	–	–	0.03%	262
2024 Q4	$362K	Hold	11,534	–	–	0.03%	262
2024 Q3	$372K	Hold	11,534	–	–	0.03%	259
2024 Q2	$316K	Sell	11,534 -680	-6%	-$17.7K	0.02%	272
2024 Q1	$328K	Hold	12,214	–	–	0.03%	268
2023 Q4	$395K	Hold	12,214	–	–	0.03%	236
2023 Q3	$322K	Hold	12,214	–	–	0.03%	253
2023 Q2	$327K	Buy	12,214 +301	+3%	+$8.42K	0.03%	252
2023 Q1	$413K	Hold	11,913	–	–	0.04%	214
2022 Q4	$562K	Hold	11,913	–	–	0.06%	177
2022 Q3	$554	Hold	11,913	–	–	0.05%	173
2022 Q2	$576K	Hold	11,913	–	–	0.07%	182
2022 Q1	$625K	Hold	11,913	–	–	0.07%	179
2021 Q4	$672K	Hold	11,913	–	–	0.07%	174
2021 Q3	$631K	Buy	11,913 +152	+1%	+$7.76K	0.07%	173
2021 Q2	$604K	Hold	11,761	–	–	0.07%	182
2021 Q1	$607K	Buy	11,761 +161	+1%	+$7.81K	0.07%	170
2020 Q4	$520K	Buy	11,600 +786	+7%	+$30.3K	0.07%	172
2020 Q3	$332K	Hold	10,814	–	–	0.09%	113
2020 Q2	$354K	Hold	10,814	–	–	0.1%	108
2020 Q1	$395K	Hold	10,814	–	–	0.15%	94
2019 Q4	$582K	Hold	10,814	–	–	0.19%	92
2019 Q3	$522K	Hold	10,814	–	–	0.18%	96
2019 Q2	$564K	Buy	10,814 +3,375	+45%	+$172K	0.29%	64
2019 Q1	$358K	Sell	7,439 -3,007	-29%	-$154K	0.2%	89
2018 Q4	$497K	Buy	+10,446	New	+$537K	0.42%	54

Other funds holding WASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FHC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAG

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principle Wealth Partners's WASH Position: Q2 2026 in Review

Principle Wealth Partners held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 11,494 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #282.

Principle Wealth Partners first reported a position in WASH in Q4 2018 and has held it in 31 quarters since. The position peaked at $672K in Q4 2021. 65 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

Principle Wealth Partners held 11,494 shares of Washington Trust Bancorp worth $419K as of Q2 2026.
Principle Wealth Partners left its Washington Trust Bancorp share count unchanged in Q2 2026.
Washington Trust Bancorp made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #282 holding.
Principle Wealth Partners first reported a position in Washington Trust Bancorp in Q4 2018 and has held it in 31 quarters since.
Principle Wealth Partners's Washington Trust Bancorp position peaked at $672K in Q4 2021.
65 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.