Washington Trust Advisors’s Shift4 FOUR Stock Holding History

Washington Trust Advisors’s Portfolio FOUR Stock Details FOUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-77	Closed	-$5.96K	–	621
2025 Q3	$5.96K	Hold	77	–	–	﹤0.01%	597
2025 Q2	$7.63K	Sell	77 -30	-28%	-$2.62K	﹤0.01%	513
2025 Q1	$8.74K	Hold	107	–	–	﹤0.01%	483
2024 Q4	$11.1K	Hold	107	–	–	﹤0.01%	466
2024 Q3	$9.48K	Hold	107	–	–	﹤0.01%	485
2024 Q2	$7.85K	Hold	107	–	–	﹤0.01%	501
2024 Q1	$7.07K	Sell	107 -31	-22%	-$2.33K	﹤0.01%	528
2023 Q4	$10.3K	Hold	138	–	–	﹤0.01%	471
2023 Q3	$7.64K	Hold	138	–	–	﹤0.01%	500
2023 Q2	$9.37K	Hold	138	–	–	﹤0.01%	469
2023 Q1	$10.5K	Hold	138	–	–	﹤0.01%	494
2022 Q4	$7.72K	Hold	138	–	–	﹤0.01%	531
2022 Q3	$6K	Hold	138	–	–	﹤0.01%	678
2022 Q2	$5K	Hold	138	–	–	﹤0.01%	741
2022 Q1	$9K	Hold	138	–	–	﹤0.01%	718
2021 Q4	$8K	Buy	+138	New	+$8.77K	﹤0.01%	762

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ensign Peak Advisors

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return