UBS Group
WASH icon

UBS Group’s Washington Trust Bancorp WASH Stock Holding History

UBS Group’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 		$992K Sell
29,652
-12,803
-30% -$422K ﹤0.01% 5562
2025
Q4 		$1.25M Sell
42,455
-10,674
-20% -$304K ﹤0.01% 5389
2025
Q3 		$1.54M Sell
53,129
-17,862
-25% -$517K ﹤0.01% 5210
2025
Q2 		$2.01M Buy
70,991
+15,481
+28% +$431K ﹤0.01% 4814
2025
Q1 		$1.71M Sell
55,510
-11,814
-18% -$374K ﹤0.01% 4838
2024
Q4 		$2.11M Buy
67,324
+44,217
+191% +$1.53M ﹤0.01% 4671
2024
Q3 		$744K Buy
23,107
+5,052
+28% +$154K ﹤0.01% 4904
2024
Q2 		$495K Sell
18,055
-11,502
-39% -$299K ﹤0.01% 5014
2024
Q1 		$794K Sell
29,557
-4,823
-14% -$132K ﹤0.01% 4784
2023
Q4 		$1.11M Buy
34,380
+12,567
+58% +$342K ﹤0.01% 4409
2023
Q3 		$574K Buy
21,813
+6,647
+44% +$190K ﹤0.01% 4553
2023
Q2 		$407K Sell
15,166
-4,825
-24% -$135K ﹤0.01% 4996
2023
Q1 		$693K Buy
19,991
+10,749
+116% +$453K ﹤0.01% 4435
2022
Q4 		$436K Buy
9,242
+2,538
+38% +$122K ﹤0.01% 4827
2022
Q3 		$311K Sell
6,704
-55
-0.8% -$2.81K ﹤0.01% 4745
2022
Q2 		$327K Sell
6,759
-3,909
-37% -$191K ﹤0.01% 4578
2022
Q1 		$560K Sell
10,668
-2,638
-20% -$147K ﹤0.01% 4602
2021
Q4 		$750K Buy
13,306
+4,184
+46% +$233K ﹤0.01% 4637
2021
Q3 		$484K Sell
9,122
-5,371
-37% -$274K ﹤0.01% 4758
2021
Q2 		$744K Buy
14,493
+998
+7% +$52.6K ﹤0.01% 4420
2021
Q1 		$696K Buy
13,495
+4,622
+52% +$224K ﹤0.01% 4591
2020
Q4 		$398K Buy
8,873
+2,556
+40% +$98.6K ﹤0.01% 4784
2020
Q3 		$194K Sell
6,317
-7,616
-55% -$251K ﹤0.01% 4814
2020
Q2 		$456K Sell
13,933
-4,300
-24% -$141K ﹤0.01% 4220
2020
Q1 		$667K Sell
18,233
-9,243
-34% -$418K ﹤0.01% 3708
2019
Q4 		$1.48M Buy
27,476
+3,837
+16% +$197K ﹤0.01% 3851
2019
Q3 		$1.14M Buy
23,639
+9,237
+64% +$452K ﹤0.01% 3852
2019
Q2 		$751K Buy
14,402
+909
+7% +$46.2K ﹤0.01% 3968
2019
Q1 		$650K Sell
13,493
-5,745
-30% -$295K ﹤0.01% 3880
2018
Q4 		$914K Buy
19,238
+1,753
+10% +$90.1K ﹤0.01% 3756
2018
Q3 		$967K Buy
17,485
+1,644
+10% +$96.6K ﹤0.01% 3881
2018
Q2 		$921K Buy
15,841
+2,039
+15% +$119K ﹤0.01% 3842
2018
Q1 		$742K Sell
13,802
-498
-3% -$27K ﹤0.01% 3939
2017
Q4 		$762K Sell
14,300
-75
-0.5% -$4.16K ﹤0.01% 3990
2017
Q3 		$823K Buy
14,375
+1,300
+10% +$67.6K ﹤0.01% 3855
2017
Q2 		$674K Sell
13,075
-2,468
-16% -$123K ﹤0.01% 3900
2017
Q1 		$766K Sell
15,543
-2,739
-15% -$146K ﹤0.01% 3738
2016
Q4 		$1.02M Sell
18,282
-11
-0.1% -$539 ﹤0.01% 3516
2016
Q3 		$736K Buy
18,293
+2,536
+16% +$102K ﹤0.01% 3633
2016
Q2 		$597K Buy
15,757
+1,262
+9% +$47.1K ﹤0.01% 3765
2016
Q1 		$541K Buy
14,495
+9,670
+200% +$361K ﹤0.01% 3716
2015
Q4 		$191K Buy
4,825
+119
+3% +$4.71K ﹤0.01% 4704
2015
Q3 		$181K Sell
4,706
-578
-11% -$22.7K ﹤0.01% 4714
2015
Q2 		$209K Buy
5,284
+42
+0.8% +$1.6K ﹤0.01% 4829
2015
Q1 		$200K Sell
5,242
-1,358
-21% -$51.5K ﹤0.01% 4877
2014
Q4 		$266K Buy
+6,600
New +$244K ﹤0.01% 4772

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

UBS Group's WASH Position: Q1 2026 in Review

UBS Group reduced its Washington Trust Bancorp (WASH) stake by 30% in Q1 2026, selling an estimated $422K and leaving 29,652 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #5562.

UBS Group first reported a position in WASH in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.11M in Q4 2024. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.

  • UBS Group held 29,652 shares of Washington Trust Bancorp worth $992K as of Q1 2026.
  • UBS Group sold 12,803 Washington Trust Bancorp shares in Q1 2026, an estimated $422K.
  • Washington Trust Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5562 holding.
  • UBS Group first reported a position in Washington Trust Bancorp in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Washington Trust Bancorp position peaked at $2.11M in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.