WT
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Washington Trust’s LPL Financial LPLA Stock Holding History

Washington Trust’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6
Closed -$1.96K – 518
2025
Q1 		$1.96K Hold
6
– – ﹤0.01% 724
2024
Q4 		$1.96K Hold
6
– – ﹤0.01% 807
2024
Q3 		$1.4K Sell
6
-7
-54% -$1.58K ﹤0.01% 818
2024
Q2 		$3.63K Hold
13
– – ﹤0.01% 776
2024
Q1 		$3.44K Hold
13
– – ﹤0.01% 776
2023
Q4 		$2.96K Hold
13
– – ﹤0.01% 771
2023
Q3 		$3.09K Hold
13
– – ﹤0.01% 728
2023
Q2 		$2.83K Sell
13
-2
-13% -$400 ﹤0.01% 758
2023
Q1 		$3.04K Sell
15
-9
-38% -$2.06K ﹤0.01% 771
2022
Q4 		$5.19K Sell
24
-2
-8% -$468 ﹤0.01% 712
2022
Q3 		$6K Sell
26
-1
-4% -$213 ﹤0.01% 699
2022
Q2 		$5K Hold
27
– – ﹤0.01% 717
2022
Q1 		$5K Buy
27
+3
+13% +$522 ﹤0.01% 738
2021
Q4 		$4K Hold
24
– – ﹤0.01% 765
2021
Q3 		$4K Hold
24
– – ﹤0.01% 885
2021
Q2 		$3K Sell
24
-11
-31% -$1.6K ﹤0.01% 905
2021
Q1 		$5K Hold
35
– – ﹤0.01% 823
2020
Q4 		$4K Buy
35
+8
+30% +$719 ﹤0.01% 818
2020
Q3 		$2K Buy
27
+9
+50% +$715 ﹤0.01% 874
2020
Q2 		$1K Buy
+18
New +$1.2K ﹤0.01% 823

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Boston Partners
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return