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Washington Trust’s Factset FDS Stock Holding History

Washington Trust’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-165
Closed -$75K – 410
2025
Q1 		$75K Hold
165
– – ﹤0.01% 358
2024
Q4 		$79.2K Sell
165
-20
-11% -$9.5K ﹤0.01% 373
2024
Q3 		$85.1K Hold
185
– – ﹤0.01% 374
2024
Q2 		$75.5K Hold
185
– – ﹤0.01% 388
2024
Q1 		$84.1K Sell
185
-10
-5% -$4.66K ﹤0.01% 379
2023
Q4 		$93K Sell
195
-25
-11% -$11.3K ﹤0.01% 343
2023
Q3 		$96.2K Hold
220
– – ﹤0.01% 315
2023
Q2 		$88.1K Buy
+220
New +$88.7K ﹤0.01% 340
2022
Q1 		– Sell
-6
Closed -$3K – 958
2021
Q4 		$3K Buy
+6
New +$2.69K ﹤0.01% 785

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Washington Trust's FDS Position: Q2 2025 in Review

Washington Trust sold out of Factset (FDS) in Q2 2025, closing a stake of 165 shares — an estimated $75K sold.

Washington Trust first reported a position in FDS in Q4 2021 and held it in 9 quarters. The position peaked at $96.2K in Q3 2023. 835 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • Washington Trust reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 165 Factset shares in Q2 2025, an estimated $75K.
  • Washington Trust first reported a position in Factset in Q4 2021 and held it in 9 quarters.
  • Washington Trust's Factset position peaked at $96.2K in Q3 2023.
  • 835 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.