Sanders Morris Harris’s Washington Trust Bancorp WASH Stock Holding History

Sanders Morris Harris’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	$223K	Hold	6,115	–	–	0.13%	59
2026 Q1	$205K	Buy	+6,115	New	+$202K	0.03%	266
2025 Q4	–	Sell	-7,000	Closed	-$202K	–	287
2025 Q3	$202K	Buy	+7,000	New	+$202K	0.03%	275
2025 Q2	–	Sell	-7,000	Closed	-$216K	–	298
2025 Q1	$216K	Buy	+7,000	New	+$222K	0.03%	247
2024 Q4	–	Sell	-6,400	Closed	-$206K	–	319
2024 Q3	$206K	Buy	+6,400	New	+$196K	0.03%	255
2023 Q1	–	Sell	-4,885	Closed	-$230K	–	246
2022 Q4	$230K	Hold	4,885	–	–	0.09%	174
2022 Q3	$227K	Hold	4,885	–	–	0.06%	236
2022 Q2	$236K	Buy	4,885 +200	+4%	+$9.76K	0.05%	237
2022 Q1	$246K	Hold	4,685	–	–	0.05%	245
2021 Q4	$264K	Hold	4,685	–	–	0.05%	250
2021 Q3	$248K	Hold	4,685	–	–	0.05%	257
2021 Q2	$241K	Hold	4,685	–	–	0.05%	269
2021 Q1	$242K	Hold	4,685	–	–	0.05%	251
2020 Q4	$210K	Buy	+4,685	New	+$181K	0.05%	251

Other funds holding WASH

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

NERM

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Sanders Morris Harris's WASH Position: Q2 2026 in Review

Sanders Morris Harris held its Washington Trust Bancorp (WASH) position steady in Q2 2026 at 6,115 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #59.

Sanders Morris Harris first reported a position in WASH in Q4 2020 and has held it in 14 quarters since. The position peaked at $264K in Q4 2021. 13 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

Sanders Morris Harris held 6,115 shares of Washington Trust Bancorp worth $223K as of Q2 2026.
Sanders Morris Harris left its Washington Trust Bancorp share count unchanged in Q2 2026.
Washington Trust Bancorp made up 0.13% of Sanders Morris Harris's portfolio in Q2 2026, its #59 holding.
Sanders Morris Harris first reported a position in Washington Trust Bancorp in Q4 2020 and has held it in 14 quarters since.
Sanders Morris Harris's Washington Trust Bancorp position peaked at $264K in Q4 2021.
13 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.