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Sunbelt Securities’s Washington Trust Bancorp WASH Stock Holding History

Sunbelt Securities’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 		$15.4K Hold
460
– – ﹤0.01% 1370
2025
Q4 		$13.6K Sell
460
-8
-2% -$228 ﹤0.01% 1363
2025
Q3 		$13.5K Buy
+468
New +$13.5K ﹤0.01% 1372
2025
Q2 		– Sell
-450
Closed -$13.9K – 1899
2025
Q1 		$13.9K Buy
+450
New +$14.2K ﹤0.01% 1199

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Sunbelt Securities's WASH Position: Q1 2026 in Review

Sunbelt Securities held its Washington Trust Bancorp (WASH) position steady in Q1 2026 at 460 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Sunbelt Securities first reported a position in WASH in Q1 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • Sunbelt Securities held 460 shares of Washington Trust Bancorp worth $15.4K as of Q1 2026.
  • Sunbelt Securities left its Washington Trust Bancorp share count unchanged in Q1 2026.
  • Washington Trust Bancorp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1370 holding.
  • Sunbelt Securities first reported a position in Washington Trust Bancorp in Q1 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.