Rockefeller Capital Management’s Washington Trust Bancorp WASH Stock Holding History

Rockefeller Capital 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	$91K	Buy	2,719 +419	+18%	+$13.8K	﹤0.01%	2933
2025 Q4	$68K	Hold	2,300	–	–	﹤0.01%	2926
2025 Q3	$66.5K	Buy	+2,300	New	+$66.5K	﹤0.01%	2770
2023 Q1	–	Sell	-700	Closed	-$33K	–	3860
2022 Q4	$33K	Sell	700 -28	-4%	-$1.35K	﹤0.01%	2589
2022 Q3	$33K	Buy	728 +701	+2,596%	+$35.8K	﹤0.01%	2555
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	4033
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	3792
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	3704
2021 Q3	$1K	Buy	+27	New	+$1.38K	﹤0.01%	3629
2019 Q4	–	Sell	-127	Closed	-$6K	–	2224
2019 Q3	$6K	Sell	127 -303	-70%	-$14.8K	﹤0.01%	1590
2019 Q2	$22K	Buy	+430	New	+$21.9K	﹤0.01%	1003

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Rockefeller Capital Management's WASH Position: Q1 2026 in Review

Rockefeller Capital Management increased its Washington Trust Bancorp (WASH) stake by 18% in Q1 2026, buying an estimated $13.8K and bringing the position to 2,719 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #2933.

Rockefeller Capital Management first reported a position in WASH in Q2 2019 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

Rockefeller Capital Management held 2,719 shares of Washington Trust Bancorp worth $91K as of Q1 2026.
Rockefeller Capital Management bought 419 Washington Trust Bancorp shares in Q1 2026, an estimated $13.8K.
Washington Trust Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2933 holding.
Rockefeller Capital Management first reported a position in Washington Trust Bancorp in Q2 2019 and has held it in 11 quarters since.
184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.