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Rothschild Investment LLC’s Washington Trust Bancorp WASH Stock Holding History

Rothschild Investment LLC’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 		$5.03K Buy
138
+32
+30% +$1.07K ﹤0.01% 2257
2026
Q1 		$3.55K Buy
106
+49
+86% +$1.61K ﹤0.01% 2242
2025
Q4 		$1.68K Sell
57
-8
-12% -$228 ﹤0.01% 2459
2025
Q3 		$1.88K Sell
65
-40
-38% -$1.16K ﹤0.01% 2271
2025
Q2 		$2.97K Buy
105
+20
+24% +$557 ﹤0.01% 1797
2025
Q1 		$2.62K Buy
85
+55
+183% +$1.74K ﹤0.01% 1736
2024
Q4 		$941 Hold
30
– – ﹤0.01% 2254
2024
Q3 		$966 Buy
30
+10
+50% +$306 ﹤0.01% 2198
2024
Q2 		$548 Buy
20
+15
+300% +$389 ﹤0.01% 1956
2024
Q1 		$134 Buy
+5
New +$137 ﹤0.01% 2000

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Rothschild Investment LLC's WASH Position: Q2 2026 in Review

Rothschild Investment LLC increased its Washington Trust Bancorp (WASH) stake by 30% in Q2 2026, buying an estimated $1.07K and bringing the position to 138 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Rothschild Investment LLC first reported a position in WASH in Q1 2024 and has held it in 10 quarters since. 177 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • Rothschild Investment LLC held 138 shares of Washington Trust Bancorp worth $5.03K as of Q2 2026.
  • Rothschild Investment LLC bought 32 Washington Trust Bancorp shares in Q2 2026, an estimated $1.07K.
  • Washington Trust Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2257 holding.
  • Rothschild Investment LLC first reported a position in Washington Trust Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 177 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.