TWD
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
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

LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's WASH Position: Q2 2026 in Review

True Wealth Design increased its Washington Trust Bancorp (WASH) stake by 14% in Q2 2026, buying an estimated $1K and bringing the position to 247 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

True Wealth Design first reported a position in WASH in Q1 2023 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold WASH as of Q2 2026.

  • True Wealth Design held 247 shares of Washington Trust Bancorp worth $9.01K as of Q2 2026.
  • True Wealth Design bought 30 Washington Trust Bancorp shares in Q2 2026, an estimated $1K.
  • Washington Trust Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1098 holding.
  • True Wealth Design first reported a position in Washington Trust Bancorp in Q1 2023 and has held it in 8 quarters since.
  • 13 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.