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Private Wealth Asset Management’s Washington Trust Bancorp WASH Stock Holding History

Private Wealth 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
2026
Q1 		$63.8K Hold
1,906
– – 0.01% 394
2025
Q4 		$56.3K Hold
1,906
– – 0.01% 405
2025
Q3 		$55.1K Hold
1,906
– – 0.01% 383
2025
Q2 		$53.9K Hold
1,906
– – 0.01% 386
2025
Q1 		$58.8K Buy
+1,906
New +$60.3K 0.01% 365

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Private Wealth Asset Management's WASH Position: Q1 2026 in Review

Private Wealth Asset Management held its Washington Trust Bancorp (WASH) position steady in Q1 2026 at 1,906 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #394.

Private Wealth Asset Management first reported a position in WASH in Q1 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • Private Wealth Asset Management held 1,906 shares of Washington Trust Bancorp worth $63.8K as of Q1 2026.
  • Private Wealth Asset Management left its Washington Trust Bancorp share count unchanged in Q1 2026.
  • Washington Trust Bancorp made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #394 holding.
  • Private Wealth Asset Management first reported a position in Washington Trust Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.