RA
WASH icon

Rise Advisors’s Washington Trust Bancorp WASH Stock Holding History

Rise 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
2025
Q4 		– Sell
-594
Closed -$17.2K – 1411
2025
Q3 		$17.2K Buy
594
+11
+2% +$318 0.01% 671
2025
Q2 		$16.5K Buy
583
+12
+2% +$334 0.01% 657
2025
Q1 		$17.6K Sell
571
-396
-41% -$12.5K 0.01% 580
2024
Q4 		$30.3K Buy
967
+17
+2% +$590 0.01% 386
2024
Q3 		$30.6K Buy
950
+18
+2% +$550 0.01% 403
2024
Q2 		$25.5K Buy
932
+21
+2% +$545 0.01% 465
2024
Q1 		$24.5K Buy
+911
New +$25K 0.01% 504

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

Rise Advisors's WASH Position: Q4 2025 in Review

Rise Advisors sold out of Washington Trust Bancorp (WASH) in Q4 2025, closing a stake of 594 shares — an estimated $17.2K sold.

Rise Advisors first reported a position in WASH in Q1 2024 and held it in 7 quarters. The position peaked at $30.6K in Q3 2024. 159 funds tracked by Wall St. Rank hold WASH as of Q4 2025.

  • Rise Advisors reported no remaining Washington Trust Bancorp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 594 Washington Trust Bancorp shares in Q4 2025, an estimated $17.2K.
  • Rise Advisors first reported a position in Washington Trust Bancorp in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Washington Trust Bancorp position peaked at $30.6K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.