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Root Financial Partners’s Washington Trust Bancorp WASH Stock Holding History

Root Financial 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 		– Sell
-38
Closed -$1.27K – 3146
2026
Q1 		$1.27K Buy
+38
New +$1.25K ﹤0.01% 2506

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Franklin Resources
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Root Financial Partners's WASH Position: Q2 2026 in Review

Root Financial Partners sold out of Washington Trust Bancorp (WASH) in Q2 2026, closing a stake of 38 shares — an estimated $1.27K sold.

Root Financial Partners first reported a position in WASH in Q1 2026 and held it in 1 quarter. The position peaked at $1.27K in Q1 2026. 178 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Root Financial Partners reported no remaining Washington Trust Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 38 Washington Trust Bancorp shares in Q2 2026, an estimated $1.27K.
  • Root Financial Partners first reported a position in Washington Trust Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Washington Trust Bancorp position peaked at $1.27K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.