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

Shepherd 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
2025
Q4 		– Sell
-9,425
Closed -$272K – 255
2025
Q3 		$272K Sell
9,425
-541
-5% -$15.6K 0.03% 210
2025
Q2 		$282K Sell
9,966
-201
-2% -$5.6K 0.03% 209
2025
Q1 		$314K Buy
10,167
+819
+9% +$25.9K 0.04% 181
2024
Q4 		$293K Buy
9,348
+287
+3% +$9.96K 0.04% 183
2024
Q3 		$292K Buy
9,061
+1,019
+13% +$31.1K 0.04% 181
2024
Q2 		$220K Buy
8,042
+297
+4% +$7.71K 0.03% 202
2024
Q1 		$208K Buy
7,745
+438
+6% +$12K 0.03% 206
2023
Q4 		$237K Sell
7,307
-12,148
-62% -$331K 0.03% 192
2023
Q3 		$512K Sell
19,455
-592
-3% -$16.9K 0.08% 129
2023
Q2 		$537K Sell
20,047
-2,321
-10% -$64.9K 0.08% 126
2023
Q1 		$775K Sell
22,368
-1,248
-5% -$52.6K 0.13% 102
2022
Q4 		$1.11M Buy
23,616
+350
+2% +$16.8K 0.2% 76
2022
Q3 		$1.08M Buy
23,266
+280
+1% +$14.3K 0.21% 76
2022
Q2 		$1.11M Buy
22,986
+575
+3% +$28.1K 0.22% 73
2022
Q1 		$1.18M Buy
22,411
+118
+0.5% +$6.59K 0.21% 81
2021
Q4 		$1.25M Buy
22,293
+832
+4% +$46.2K 0.22% 81
2021
Q3 		$1.14M Buy
21,461
+295
+1% +$15.1K 0.22% 80
2021
Q2 		$1.09M Buy
21,166
+264
+1% +$13.9K 0.21% 86
2021
Q1 		$1.08M Buy
+20,902
New +$1.01M 0.24% 81

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Shepherd Financial Partners's WASH Position: Q4 2025 in Review

Shepherd Financial Partners sold out of Washington Trust Bancorp (WASH) in Q4 2025, closing a stake of 9,425 shares — an estimated $272K sold.

Shepherd Financial Partners first reported a position in WASH in Q1 2021 and held it in 19 quarters. The position peaked at $1.25M in Q4 2021. 159 funds tracked by Wall St. Rank hold WASH as of Q4 2025.

  • Shepherd Financial Partners reported no remaining Washington Trust Bancorp position as of Q4 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 9,425 Washington Trust Bancorp shares in Q4 2025, an estimated $272K.
  • Shepherd Financial Partners first reported a position in Washington Trust Bancorp in Q1 2021 and held it in 19 quarters.
  • Shepherd Financial Partners's Washington Trust Bancorp position peaked at $1.25M in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2025.

Based on Shepherd Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.