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Washington Trust Advisors’s Broadridge BR Stock Holding History

Washington Trust Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Hold
1,286
– – 0.02% 217
2025
Q4 		$287K Hold
1,286
– – 0.02% 192
2025
Q3 		$306K Hold
1,286
– – 0.02% 183
2025
Q2 		$313K Hold
1,286
– – 0.03% 165
2025
Q1 		$312K Sell
1,286
-200
-13% -$47.1K 0.03% 160
2024
Q4 		$336K Hold
1,486
– – 0.03% 154
2024
Q3 		$320K Hold
1,486
– – 0.03% 160
2024
Q2 		$293K Hold
1,486
– – 0.03% 162
2024
Q1 		$304K Hold
1,486
– – 0.03% 153
2023
Q4 		$306K Hold
1,486
– – 0.03% 152
2023
Q3 		$266K Hold
1,486
– – 0.03% 156
2023
Q2 		$246K Hold
1,486
– – 0.02% 161
2023
Q1 		$218K Hold
1,486
– – 0.02% 174
2022
Q4 		$199K Hold
1,486
– – 0.02% 185
2022
Q3 		$214K Hold
1,486
– – 0.02% 196
2022
Q2 		$212K Hold
1,486
– – 0.02% 201
2022
Q1 		$231K Hold
1,486
– – 0.02% 219
2021
Q4 		$272K Buy
+1,486
New +$261K 0.02% 217

Other funds holding BR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return