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 Q2	$69.5K	Hold	1,906	–	–	0.01%	385
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Private Wealth Asset Management's WASH Position: Q2 2026 in Review

Private Wealth Asset Management held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 1,906 shares worth $69.5K. The position accounts for 0.01% of the portfolio, ranked #385.

Private Wealth Asset Management first reported a position in WASH in Q1 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

Private Wealth Asset Management held 1,906 shares of Washington Trust Bancorp worth $69.5K as of Q2 2026.
Private Wealth Asset Management left its Washington Trust Bancorp share count unchanged in Q2 2026.
Washington Trust Bancorp made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #385 holding.
Private Wealth Asset Management first reported a position in Washington Trust Bancorp in Q1 2025 and has held it in 6 quarters since.
179 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.