True Wealth Design
WASH icon

True Wealth Design’s Washington Trust Bancorp WASH Stock Holding History

True Wealth Design’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
Q3 		$9.8K Buy
258
+11
+4% +$425 ﹤0.01% 1075
2026
Q2 		$9.01K Buy
247
+30
+14% +$1K ﹤0.01% 1098
2026
Q1 		$7.26K Buy
217
+1
+0.5% +$33 ﹤0.01% 1083
2025
Q4 		$6.38K Sell
216
-2
-0.9% -$57 ﹤0.01% 997
2025
Q3 		$6.3K Buy
218
+45
+26% +$1.3K ﹤0.01% 995
2025
Q2 		$4.89K Buy
173
+73
+73% +$2.03K ﹤0.01% 811
2025
Q1 		$3.09K Buy
+100
New +$3.17K ﹤0.01% 847
2024
Q4 		– Sell
-54
Closed -$1.74K – 1528
2024
Q3 		$1.74K Buy
+54
New +$1.65K ﹤0.01% 828
2023
Q2 		– Sell
-9
Closed -$312 – 875
2023
Q1 		$312 Buy
+9
New +$380 ﹤0.01% 648

Other funds holding WASH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Horizon Corporation
First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Siena Capital Partners
Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

True Wealth Design's WASH Position: Q3 2026 in Review

True Wealth Design increased its Washington Trust Bancorp (WASH) stake by 4.5% in Q3 2026, buying an estimated $425 and bringing the position to 258 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

True Wealth Design first reported a position in WASH in Q1 2023 and has held it in 9 quarters since. 88 funds tracked by Wall St. Rank hold WASH as of Q3 2026.

  • True Wealth Design held 258 shares of Washington Trust Bancorp worth $9.8K as of Q3 2026.
  • True Wealth Design bought 11 Washington Trust Bancorp shares in Q3 2026, an estimated $425.
  • Washington Trust Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1075 holding.
  • True Wealth Design first reported a position in Washington Trust Bancorp in Q1 2023 and has held it in 9 quarters since.
  • 88 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.