Stifel Financial’s Washington Trust Bancorp WASH Stock Holding History

Stifel Financial’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 Q1	$310K	Buy	9,258 +59	+0.6%	+$1.94K	﹤0.01%	3164
2025 Q4	$272K	Sell	9,199 -364	-4%	-$10.4K	﹤0.01%	3218
2025 Q3	$276K	Buy	9,563 +677	+8%	+$19.6K	﹤0.01%	3165
2025 Q2	$251K	Buy	+8,886	New	+$247K	﹤0.01%	3144
2023 Q4	–	Sell	-40,495	Closed	-$1.07M	–	3422
2023 Q3	$1.07M	Buy	40,495 +9,256	+30%	+$264K	﹤0.01%	2009
2023 Q2	$838K	Buy	+31,239	New	+$873K	﹤0.01%	2192
2015 Q2	–	Sell	-6,500	Closed	-$248K	–	2431
2015 Q1	$248K	Buy	+6,500	New	+$247K	﹤0.01%	1998

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Stifel Financial's WASH Position: Q1 2026 in Review

Stifel Financial increased its Washington Trust Bancorp (WASH) stake by 0.64% in Q1 2026, buying an estimated $1.94K and bringing the position to 9,258 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Stifel Financial first reported a position in WASH in Q1 2015 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2023. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

Stifel Financial held 9,258 shares of Washington Trust Bancorp worth $310K as of Q1 2026.
Stifel Financial bought 59 Washington Trust Bancorp shares in Q1 2026, an estimated $1.94K.
Washington Trust Bancorp made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3164 holding.
Stifel Financial first reported a position in Washington Trust Bancorp in Q1 2015 and has held it in 7 quarters since.
Stifel Financial's Washington Trust Bancorp position peaked at $1.07M in Q3 2023.
184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.