Root Financial Partners
WASH icon

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
Q3 		$2.39K Buy
+63
New +$2.43K ﹤0.01% 2560
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
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Drexel Morgan & Co
Drexel Morgan & Co Radnor, Pennsylvania $748M AUM 14.38% 1-Year Est. Return
First Horizon Corporation
First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Root Financial Partners's WASH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Washington Trust Bancorp (WASH) in Q3 2026: 63 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #2560 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WASH as recently as Q1 2026.

Root Financial Partners first reported a position in WASH in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

  • Root Financial Partners held 63 shares of Washington Trust Bancorp worth $2.39K as of Q3 2026.
  • Washington Trust Bancorp was a new Root Financial Partners position in Q3 2026.
  • Washington Trust Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2560 holding.
  • Root Financial Partners first reported a position in Washington Trust Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.