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Stephens Consulting’s Washington Trust Bancorp WASH Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-20
Closed -$618 – 2010
2025
Q1 		$618 Buy
+20
New +$633 ﹤0.01% 877

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Franklin Resources
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Consulting's WASH Position: Q2 2025 in Review

Stephens Consulting sold out of Washington Trust Bancorp (WASH) in Q2 2025, closing a stake of 20 shares — an estimated $618 sold.

Stephens Consulting first reported a position in WASH in Q1 2025 and held it in 1 quarter. The position peaked at $618 in Q1 2025. 156 funds tracked by Wall St. Rank hold WASH as of Q2 2025.

  • Stephens Consulting reported no remaining Washington Trust Bancorp position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Washington Trust Bancorp shares in Q2 2025, an estimated $618.
  • Stephens Consulting first reported a position in Washington Trust Bancorp in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Washington Trust Bancorp position peaked at $618 in Q1 2025.
  • 156 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.